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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,240 | $176,786-30.3% | $146,643-16.0% | $167,536-26.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.21% | 24.04%-7.8pp | 22.75%-6.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $5,391 | $5,161+4.4% | $4,137+30.3% | $4,839+11.4% |
| Participant deferral / active EE | $10,881 | $6,440+69.0% | $5,506+97.6% | $6,342+71.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |