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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,349 | $201,344-77.5% | $184,243-75.4% | $145,877-68.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.73% | 29.01%-12.3pp | 28.82%-12.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $6,010 | $7,022-14.4% | $6,427-6.5% | $4,663+28.9% |
| Participant deferral / active EE | $9,155 | $9,807-6.6% | $9,132+0.3% | $6,691+36.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |