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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,730 | $106,280-17.5% | $96,538-9.1% | $139,487-37.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.97% | 38.48%-5.5pp | 35.74%-2.8pp | 373.84%-340.9pp |
| Employer contribution / active EE | $5,006 | $4,107+21.9% | $3,740+33.9% | $4,755+5.3% |
| Participant deferral / active EE | $2,594 | $5,457-52.5% | $4,880-46.9% | $6,713-61.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |