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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,103 | $85,024+7.1% | $70,544+29.1% | $139,466-34.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 11.69% | 30.39%-18.7pp | 32.79%-21.1pp | 373.66%-362.0pp |
| Employer contribution / active EE | $4,217 | $3,912+7.8% | $2,976+41.7% | $4,754-11.3% |
| Participant deferral / active EE | $8,435 | $5,891+43.2% | $4,568+84.6% | $6,712+25.7% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |