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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,977 | $211,224-47.5% | $178,505-37.8% | $145,897-23.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 30.28%-12.5pp | 27.16%-9.4pp | 552.29%-534.6pp |
| Employer contribution / active EE | $3,430 | $4,577-25.1% | $3,955-13.3% | $4,663-26.4% |
| Participant deferral / active EE | $9,997 | $6,966+43.5% | $6,280+59.2% | $6,689+49.5% |
| Admin fee / account holder | $20 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |