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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,592 | $106,280+19.1% | $96,538+31.1% | $139,487-9.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.66% | 38.48%-20.8pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,740 | $4,107-57.6% | $3,740-53.5% | $4,755-63.4% |
| Participant deferral / active EE | $3,066 | $5,457-43.8% | $4,880-37.2% | $6,713-54.3% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |