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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,800 | $149,679-40.7% | $117,039-24.1% | $147,586-39.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.91% | 19.31%-2.4pp | 18.95%-2.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,691 | $4,937-45.5% | $3,785-28.9% | $4,876-44.8% |
| Participant deferral / active EE | $5,243 | $4,912+6.7% | $3,929+33.4% | $5,439-3.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |