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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,821 | $201,344-45.5% | $184,243-40.4% | $145,877-24.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.41% | 29.01%-16.6pp | 28.82%-16.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,014 | $7,022-71.3% | $6,427-68.7% | $4,663-56.8% |
| Participant deferral / active EE | $11,324 | $9,807+15.5% | $9,132+24.0% | $6,691+69.2% |
| Admin fee / account holder | $39 | $16,382-99.8% | $13,914-99.7% | $13,402-99.7% |