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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,903 | $211,224-59.3% | $178,505-51.9% | $145,897-41.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.86% | 30.28%-18.4pp | 27.16%-15.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,318 | $4,577-71.2% | $3,955-66.7% | $4,663-71.7% |
| Participant deferral / active EE | $1,318 | $6,966-81.1% | $6,280-79.0% | $6,689-80.3% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |