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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,283 | $176,794-35.4% | $146,647-22.1% | $167,553-31.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.71% | 24.04%-5.3pp | 22.75%-4.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $1,511 | $5,161-70.7% | $4,137-63.5% | $4,840-68.8% |
| Participant deferral / active EE | $6,431 | $6,440-0.1% | $5,506+16.8% | $6,343+1.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |