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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,446 | $162,821-28.5% | $133,978-13.1% | $158,982-26.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.79% | 41.95%-36.2pp | 45.10%-39.3pp | 302.99%-297.2pp |
| Employer contribution / active EE | $4,592 | $4,976-7.7% | $3,919+17.2% | $4,763-3.6% |
| Participant deferral / active EE | $10,450 | $5,910+76.8% | $5,047+107.0% | $5,983+74.6% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |