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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,860 | $106,280+3.4% | $96,538+13.8% | $139,487-21.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.51% | 38.48%-11.0pp | 35.74%-8.2pp | 373.84%-346.3pp |
| Employer contribution / active EE | $13,061 | $4,107+218.0% | $3,740+249.2% | $4,755+174.7% |
| Participant deferral / active EE | $8,304 | $5,457+52.2% | $4,880+70.1% | $6,713+23.7% |
| Admin fee / account holder | $3 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |