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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,235 | $118,488-11.2% | $98,462+6.9% | $139,487-24.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 18.96%-5.5pp | 21.17%-7.8pp | 373.84%-360.4pp |
| Employer contribution / active EE | $12,012 | $3,611+232.7% | $3,049+294.0% | $4,755+152.6% |
| Participant deferral / active EE | $6,260 | $5,393+16.1% | $4,738+32.1% | $6,713-6.7% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |