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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,181 | $111,814-3.2% | $103,378+4.6% | $145,978-25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 24.80%-11.7pp | 24.91%-11.8pp | 550.52%-537.4pp |
| Employer contribution / active EE | $2,241 | $4,215-46.8% | $3,870-42.1% | $4,662-51.9% |
| Participant deferral / active EE | $8,561 | $5,618+52.4% | $5,058+69.3% | $6,690+28.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |