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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,171 | $162,821-47.1% | $133,978-35.7% | $158,982-45.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.05% | 41.95%-13.9pp | 45.10%-17.0pp | 302.99%-274.9pp |
| Employer contribution / active EE | $2,654 | $4,976-46.7% | $3,919-32.3% | $4,763-44.3% |
| Participant deferral / active EE | $7,841 | $5,910+32.7% | $5,047+55.4% | $5,983+31.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |