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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,261 | $77,419-0.2% | $69,461+11.2% | $152,885-49.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.92% | 39.07%-14.1pp | 28.97%-4.0pp | 345.39%-320.5pp |
| Employer contribution / active EE | $2,957 | $3,315-10.8% | $2,779+6.4% | $4,763-37.9% |
| Participant deferral / active EE | $4,834 | $4,414+9.5% | $3,536+36.7% | $5,851-17.4% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |