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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,158 | $165,939-8.3% | $122,354+24.4% | $147,586+3.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.69% | 34.56%-14.9pp | 30.28%-10.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,967 | $5,754-65.8% | $4,051-51.5% | $4,876-59.7% |
| Participant deferral / active EE | $8,049 | $4,005+100.9% | $3,287+144.9% | $5,439+48.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |