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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,243 | $103,393+4.7% | $87,103+24.3% | $152,909-29.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.14% | 28.10%-17.0pp | 28.19%-17.1pp | 345.46%-334.3pp |
| Employer contribution / active EE | $6,113 | $3,221+89.8% | $2,521+142.4% | $4,764+28.3% |
| Participant deferral / active EE | $4,281 | $4,778-10.4% | $4,049+5.7% | $5,851-26.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |