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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,653 | $91,037+9.5% | $71,671+39.0% | $147,586-32.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.38% | 20.48%-1.1pp | 20.65%-1.3pp | 578.59%-559.2pp |
| Employer contribution / active EE | $2,628 | $3,327-21.0% | $2,460+6.8% | $4,876-46.1% |
| Participant deferral / active EE | $7,270 | $4,498+61.6% | $3,438+111.5% | $5,439+33.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |