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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,353 | $167,415-40.7% | $140,514-29.3% | $198,609-50.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 6.17% | 13.85%-7.7pp | 14.36%-8.2pp | 202.70%-196.5pp |
| Employer contribution / active EE | $10,290 | $4,088+151.7% | $3,378+204.6% | $5,055+103.5% |
| Participant deferral / active EE | $5,167 | $5,579-7.4% | $4,919+5.0% | $6,977-25.9% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |