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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,163 | $156,616-7.3% | $133,346+8.9% | $198,609-26.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.71% | 44.25%-29.5pp | 36.85%-22.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,252 | $3,368-33.1% | $2,853-21.1% | $5,055-55.5% |
| Participant deferral / active EE | $4,646 | $4,920-5.6% | $4,332+7.2% | $6,977-33.4% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |