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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,174 | $117,433-12.1% | $99,475+3.7% | $152,897-32.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 29.71% | 31.87%-2.2pp | 30.72%-1.0pp | 345.43%-315.7pp |
| Employer contribution / active EE | $3,927 | $3,013+30.3% | $2,540+54.6% | $4,764-17.6% |
| Participant deferral / active EE | $8,715 | $4,086+113.3% | $3,619+140.8% | $5,851+49.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |