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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,785 | $201,372-46.0% | $184,260-41.0% | $145,884-25.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.70% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $7,415 | $7,024+5.6% | $6,427+15.4% | $4,662+59.0% |
| Participant deferral / active EE | $7,415 | $9,808-24.4% | $9,133-18.8% | $6,690+10.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |