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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,505 | $211,224-28.3% | $178,505-15.1% | $145,897+3.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.74% | 30.28%-16.5pp | 27.16%-13.4pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,590 | $4,577-65.3% | $3,955-59.8% | $4,663-65.9% |
| Participant deferral / active EE | $11,300 | $6,966+62.2% | $6,280+79.9% | $6,689+68.9% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |