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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,748 | $90,486-10.8% | $78,676+2.6% | $273,972-70.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 19.25% | 75.62%-56.4pp | 62.19%-42.9pp | 41.46%-22.2pp |
| Employer contribution / active EE | $13,466 | $3,175+324.1% | $2,850+372.5% | $4,869+176.6% |
| Participant deferral / active EE | $7,612 | $3,901+95.1% | $3,517+116.5% | $5,287+44.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |