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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,153 | $162,821-77.8% | $133,978-73.0% | $158,982-77.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.69% | 41.95%-24.3pp | 45.10%-27.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $3,415 | $4,976-31.4% | $3,919-12.9% | $4,763-28.3% |
| Participant deferral / active EE | $9,885 | $5,910+67.2% | $5,047+95.8% | $5,983+65.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |