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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,997 | $94,766+26.6% | $112,923+6.3% | $139,487-14.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.41% | 40.96%-22.5pp | 34.13%-15.7pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,225 | $4,636-52.0% | $4,570-51.3% | $4,755-53.2% |
| Participant deferral / active EE | $2,225 | $6,523-65.9% | $6,520-65.9% | $6,713-66.9% |
| Admin fee / account holder | $0 | $8,529-100.0% | $7,046-100.0% | $11,407-100.0% |