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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,901 | $104,251-27.2% | $91,004-16.6% | $147,586-48.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.83% | 27.06%-3.2pp | 4.60%+19.2pp | 578.59%-554.8pp |
| Employer contribution / active EE | $3,831 | $3,116+23.0% | $2,456+56.0% | $4,876-21.4% |
| Participant deferral / active EE | $3,640 | $4,195-13.2% | $3,548+2.6% | $5,439-33.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |