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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,031 | $162,821-50.2% | $133,978-39.5% | $158,982-49.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.80% | 41.95%-22.1pp | 45.10%-25.3pp | 302.99%-283.2pp |
| Employer contribution / active EE | $6,118 | $4,976+22.9% | $3,919+56.1% | $4,763+28.4% |
| Participant deferral / active EE | $12,879 | $5,910+117.9% | $5,047+155.2% | $5,983+115.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |