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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,562 | $90,509-19.8% | $78,693-7.8% | $273,968-73.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.91% | 75.61%-67.7pp | 62.18%-54.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $13,164 | $3,175+314.6% | $2,850+361.9% | $4,869+170.4% |
| Participant deferral / active EE | $2,380 | $3,901-39.0% | $3,517-32.3% | $5,287-55.0% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |