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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,447 | $117,895-12.3% | $102,460+1.0% | $145,897-29.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.27% | 31.92%-16.7pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,489 | $3,619-3.6% | $3,025+15.3% | $4,663-25.2% |
| Participant deferral / active EE | $8,643 | $5,736+50.7% | $5,056+70.9% | $6,689+29.2% |
| Admin fee / account holder | $26 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |