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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,481 | $201,344-36.7% | $184,243-30.8% | $145,877-12.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.65% | 29.01%-13.4pp | 28.82%-13.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,322 | $7,022-52.7% | $6,427-48.3% | $4,663-28.8% |
| Participant deferral / active EE | $6,400 | $9,807-34.7% | $9,132-29.9% | $6,691-4.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |