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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,365 | $113,338+0.9% | $94,993+20.4% | $147,586-22.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.13% | 20.80%-0.7pp | 27.14%-7.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,435 | $3,160-23.0% | $2,603-6.5% | $4,876-50.1% |
| Participant deferral / active EE | $2,435 | $3,777-35.5% | $3,317-26.6% | $5,439-55.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |