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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,144 | $94,439-10.9% | $73,658+14.2% | $154,746-45.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 19.89% | 28.25%-8.4pp | 29.72%-9.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $10,988 | $1,257+774.0% | $1,032+964.4% | $4,379+150.9% |
| Participant deferral / active EE | $7,650 | $2,527+202.7% | $2,062+271.0% | $6,730+13.7% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |