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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,523 | $162,785-25.3% | $133,959-9.3% | $158,950-23.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.95% | 41.94%-31.0pp | 45.09%-34.1pp | 302.91%-292.0pp |
| Employer contribution / active EE | $1,149 | $4,975-76.9% | $3,919-70.7% | $4,762-75.9% |
| Participant deferral / active EE | $2,429 | $5,910-58.9% | $5,047-51.9% | $5,983-59.4% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |