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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,549 | $107,809-22.5% | $97,032-13.9% | $155,188-46.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.47% | 38.06%-18.6pp | 35.38%-15.9pp | 148.84%-129.4pp |
| Employer contribution / active EE | $4,994 | $2,911+71.6% | $2,629+90.0% | $4,248+17.6% |
| Participant deferral / active EE | $8,447 | $5,129+64.7% | $4,672+80.8% | $6,531+29.3% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |