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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,299 | $112,729-27.9% | $98,716-17.6% | $137,256-40.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.16% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $11,538 | $2,725+323.4% | $2,279+406.4% | $4,156+177.6% |
| Participant deferral / active EE | $5,146 | $4,640+10.9% | $4,048+27.1% | $6,407-19.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |