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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,316 | $183,627-36.7% | $155,602-25.2% | $145,978-20.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.99% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,554 | $5,316-52.0% | $4,675-45.4% | $4,662-45.2% |
| Participant deferral / active EE | $5,055 | $6,466-21.8% | $5,629-10.2% | $6,690-24.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |