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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,246 | $162,785-10.2% | $133,959+9.2% | $158,950-8.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.14% | 41.94%-31.8pp | 45.09%-35.0pp | 302.91%-292.8pp |
| Employer contribution / active EE | $9,711 | $4,975+95.2% | $3,919+147.8% | $4,762+103.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $29 | $11,738-99.8% | $8,928-99.7% | $11,248-99.7% |