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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,467 | $113,338-20.2% | $94,993-4.8% | $147,586-38.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 31.36% | 20.80%+10.6pp | 27.14%+4.2pp | 578.59%-547.2pp |
| Employer contribution / active EE | $2,828 | $3,160-10.5% | $2,603+8.6% | $4,876-42.0% |
| Participant deferral / active EE | $15,917 | $3,777+321.4% | $3,317+379.9% | $5,439+192.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |