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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,754 | $124,351-36.7% | $109,188-27.9% | $167,553-53.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.20% | 26.04%-12.8pp | 25.76%-12.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $3,415 | $4,210-18.9% | $3,723-8.3% | $4,840-29.4% |
| Participant deferral / active EE | $8,357 | $5,257+59.0% | $4,654+79.6% | $6,343+31.8% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |