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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,273 | $103,393-19.5% | $87,103-4.4% | $152,909-45.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.11% | 28.10%-3.0pp | 28.19%-3.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $6,676 | $3,221+107.3% | $2,521+164.8% | $4,764+40.1% |
| Participant deferral / active EE | $4,819 | $4,778+0.9% | $4,049+19.0% | $5,851-17.6% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |