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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,747 | $176,794-36.8% | $146,647-23.8% | $167,553-33.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.18% | 24.04%+3.1pp | 22.75%+4.4pp | 478.89%-451.7pp |
| Employer contribution / active EE | $2,382 | $5,161-53.8% | $4,137-42.4% | $4,840-50.8% |
| Participant deferral / active EE | $11,156 | $6,440+73.2% | $5,506+102.6% | $6,343+75.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |