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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,615 | $115,903-8.9% | $100,528+5.1% | $158,966-33.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.34% | 34.80%-21.5pp | 30.90%-17.6pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,486 | $4,105-15.1% | $3,419+2.0% | $4,762-26.8% |
| Participant deferral / active EE | $6,107 | $6,677-8.5% | $6,271-2.6% | $5,983+2.1% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |