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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,609 | $100,279-17.6% | $81,353+1.5% | $145,884-43.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.85% | 34.49%-26.6pp | 24.82%-17.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $11,966 | $2,979+301.7% | $2,464+385.7% | $4,662+156.7% |
| Participant deferral / active EE | $9,416 | $4,611+104.2% | $3,885+142.4% | $6,690+40.8% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |