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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,281 | $117,444-5.2% | $99,479+11.9% | $152,909-27.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.96% | 31.87%-13.9pp | 30.72%-12.8pp | 345.46%-327.5pp |
| Employer contribution / active EE | $2,866 | $3,014-4.9% | $2,540+12.8% | $4,764-39.8% |
| Participant deferral / active EE | $5,579 | $4,086+36.5% | $3,619+54.1% | $5,851-4.7% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |