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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,054 | $147,556-34.9% | $129,031-25.6% | $198,609-51.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.11% | 37.41%-17.3pp | 34.67%-14.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $2,186 | $3,645-40.0% | $3,226-32.3% | $5,055-56.8% |
| Participant deferral / active EE | $9,255 | $5,760+60.7% | $5,217+77.4% | $6,977+32.6% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |