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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,292 | $131,835-20.9% | $108,582-4.0% | $273,972-61.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.02% | -91.57%+107.6pp | -51.70%+67.7pp | 41.46%-25.4pp |
| Employer contribution / active EE | $6,674 | $4,913+35.9% | $3,758+77.6% | $4,869+37.1% |
| Participant deferral / active EE | $9,395 | $5,127+83.2% | $4,311+117.9% | $5,287+77.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |