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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,200 | $211,239-51.1% | $178,528-42.2% | $145,877-29.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.89% | 30.22%-10.3pp | 27.11%-7.2pp | 551.28%-531.4pp |
| Employer contribution / active EE | $5,070 | $4,570+10.9% | $3,950+28.3% | $4,663+8.7% |
| Participant deferral / active EE | $10,881 | $6,963+56.3% | $6,278+73.3% | $6,691+62.6% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |