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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,035 | $111,814-10.5% | $103,374-3.2% | $145,959-31.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.47% | 24.77%+11.7pp | 24.89%+11.6pp | 561.95%-525.5pp |
| Employer contribution / active EE | $4,037 | $4,214-4.2% | $3,869+4.3% | $4,661-13.4% |
| Participant deferral / active EE | $12,353 | $5,618+119.9% | $5,058+144.2% | $6,689+84.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |