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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,582 | $141,004-30.8% | $112,273-13.1% | $139,466-30.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 15.73% | 32.75%-17.0pp | 30.23%-14.5pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,682 | $4,285-37.4% | $3,431-21.9% | $4,754-43.6% |
| Participant deferral / active EE | $10,752 | $5,878+82.9% | $4,800+124.0% | $6,712+60.2% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |