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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,875 | $110,379-18.6% | $102,412-12.2% | $145,884-38.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.62% | 24.84%-5.2pp | 24.94%-5.3pp | 551.85%-532.2pp |
| Employer contribution / active EE | $9,190 | $4,216+118.0% | $3,870+137.5% | $4,662+97.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $279 | $9,745-97.1% | $8,388-96.7% | $13,392-97.9% |