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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,818 | $176,838-39.6% | $146,685-27.2% | $167,518-36.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.63% | 24.04%-8.4pp | 22.75%-7.1pp | 478.71%-463.1pp |
| Employer contribution / active EE | $13,573 | $5,161+163.0% | $4,137+228.1% | $4,838+180.5% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $41 | $13,262-99.7% | $10,281-99.6% | $12,312-99.7% |