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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,881 | $106,247-1.3% | $96,515+8.7% | $139,466-24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.52% | 38.47%-21.9pp | 35.73%-19.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $833 | $4,106-79.7% | $3,740-77.7% | $4,754-82.5% |
| Participant deferral / active EE | $5,114 | $5,456-6.3% | $4,880+4.8% | $6,712-23.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |