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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,495 | $162,821-48.7% | $133,978-37.7% | $158,982-47.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.84% | 41.95%-25.1pp | 45.10%-28.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $5,151 | $4,976+3.5% | $3,919+31.4% | $4,763+8.2% |
| Participant deferral / active EE | $4,790 | $5,910-19.0% | $5,047-5.1% | $5,983-19.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |