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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,525 | $141,004-28.7% | $112,273-10.5% | $139,456-27.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.55% | 32.75%-17.2pp | 30.23%-14.7pp | 373.45%-357.9pp |
| Employer contribution / active EE | $9,592 | $4,285+123.9% | $3,431+179.5% | $4,753+101.8% |
| Participant deferral / active EE | $3,192 | $5,878-45.7% | $4,800-33.5% | $6,711-52.4% |
| Admin fee / account holder | $60 | $9,959-99.4% | $7,752-99.2% | $11,407-99.5% |