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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,670 | $114,119-16.2% | $107,187-10.7% | $138,895-31.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.41% | 273.21%-253.8pp | 204.55%-185.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,579 | $4,059-36.5% | $3,782-31.8% | $4,194-38.5% |
| Participant deferral / active EE | $6,821 | $5,538+23.2% | $5,096+33.9% | $6,396+6.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |