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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,794 | $77,419+0.5% | $69,461+12.0% | $152,885-49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.27% | 39.07%-20.8pp | 28.97%-10.7pp | 345.39%-327.1pp |
| Employer contribution / active EE | $4,547 | $3,315+37.1% | $2,779+63.6% | $4,763-4.5% |
| Participant deferral / active EE | $3,642 | $4,414-17.5% | $3,536+3.0% | $5,851-37.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |