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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,516 | $118,496+53.2% | $98,461+84.4% | $139,466+30.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 18.96%-7.9pp | 21.17%-10.1pp | 373.66%-362.6pp |
| Employer contribution / active EE | $2,996 | $3,611-17.0% | $3,049-1.7% | $4,754-37.0% |
| Participant deferral / active EE | $1,997 | $5,393-63.0% | $4,738-57.8% | $6,712-70.2% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |