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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,840 | $117,895+19.5% | $102,460+37.5% | $145,897-3.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.43% | 31.92%-13.5pp | 29.47%-11.0pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,602 | $3,619-55.7% | $3,025-47.0% | $4,663-65.6% |
| Participant deferral / active EE | $2,857 | $5,736-50.2% | $5,056-43.5% | $6,689-57.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |