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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,980 | $158,852-22.6% | $121,220+1.5% | $135,379-9.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 21.36% | -0.64%+22.0pp | 16.94%+4.4pp | 519.79%-498.4pp |
| Employer contribution / active EE | $12,376 | $5,666+118.4% | $4,023+207.7% | $4,779+159.0% |
| Participant deferral / active EE | $16,875 | $4,006+321.3% | $3,345+404.5% | $5,609+200.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |