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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,522 | $104,694-3.0% | $85,709+18.4% | $167,536-39.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.61% | 21.45%-6.8pp | 21.49%-6.9pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,625 | $3,337-21.3% | $2,619+0.2% | $4,839-45.8% |
| Participant deferral / active EE | $17,073 | $4,826+253.8% | $3,924+335.1% | $6,342+169.2% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |