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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,977 | $211,288-47.5% | $178,540-37.8% | $145,884-23.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 30.27%-12.5pp | 27.15%-9.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $3,430 | $4,574-25.0% | $3,953-13.2% | $4,662-26.4% |
| Participant deferral / active EE | $9,997 | $6,967+43.5% | $6,281+59.2% | $6,690+49.4% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |