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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,893 | $115,911-13.8% | $100,530-0.6% | $158,950-37.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.23% | 34.80%-13.6pp | 30.89%-9.7pp | 302.91%-281.7pp |
| Employer contribution / active EE | $8,081 | $4,104+96.9% | $3,418+136.4% | $4,762+69.7% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |