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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,484 | $162,812-27.8% | $133,971-12.3% | $158,966-26.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.76% | 41.94%-36.2pp | 45.09%-39.3pp | 302.95%-297.2pp |
| Employer contribution / active EE | $12,240 | $4,976+146.0% | $3,919+212.4% | $4,762+157.0% |
| Participant deferral / active EE | $4,767 | $5,910-19.3% | $5,047-5.6% | $5,983-20.3% |
| Admin fee / account holder | $155 | $11,741-98.7% | $8,929-98.3% | $11,250-98.6% |