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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,157 | $110,212-3.7% | $96,534+10.0% | $139,466-23.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.08% | 26.42%-8.3pp | 25.88%-7.8pp | 373.66%-355.6pp |
| Employer contribution / active EE | $12,182 | $3,620+236.5% | $2,965+310.8% | $4,754+156.3% |
| Participant deferral / active EE | $10,907 | $5,547+96.6% | $4,851+124.8% | $6,712+62.5% |
| Admin fee / account holder | $9 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |