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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,986 | $105,960+5.7% | $81,726+37.0% | $158,982-29.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 31.76% | 38.19%-6.4pp | 29.49%+2.3pp | 302.99%-271.2pp |
| Employer contribution / active EE | $607 | $7,805-92.2% | $4,311-85.9% | $4,763-87.2% |
| Participant deferral / active EE | $6,500 | $13,011-50.0% | $7,108-8.6% | $5,983+8.6% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |