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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,000 | $110,379-26.6% | $102,412-20.9% | $145,884-44.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.27% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,724 | $4,216-11.7% | $3,870-3.8% | $4,662-20.1% |
| Participant deferral / active EE | $5,351 | $5,622-4.8% | $5,060+5.7% | $6,690-20.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |