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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,864 | $212,777-25.3% | $173,703-8.5% | $198,609-20.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.33% | 18.82%-3.5pp | 17.46%-2.1pp | 202.70%-187.4pp |
| Employer contribution / active EE | $11,700 | $5,214+124.4% | $4,288+172.9% | $5,055+131.4% |
| Participant deferral / active EE | $3,900 | $5,697-31.5% | $4,854-19.7% | $6,977-44.1% |
| Admin fee / account holder | $73 | $19,536-99.6% | $15,562-99.5% | $19,030-99.6% |