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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,965 | $211,224-17.6% | $178,505-2.5% | $145,897+19.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 30.28%-17.0pp | 27.16%-13.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $8,231 | $4,577+79.9% | $3,955+108.1% | $4,663+76.5% |
| Participant deferral / active EE | $8,102 | $6,966+16.3% | $6,280+29.0% | $6,689+21.1% |
| Admin fee / account holder | $79 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |