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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,723 | $111,814-8.1% | $103,374-0.6% | $145,959-29.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,544 | $4,214-63.4% | $3,869-60.1% | $4,661-66.9% |
| Participant deferral / active EE | $8,500 | $5,618+51.3% | $5,058+68.1% | $6,689+27.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |