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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,136 | $211,288-35.6% | $178,540-23.8% | $145,884-6.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.25% | 30.27%-20.0pp | 27.15%-16.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $4,302 | $4,574-5.9% | $3,953+8.8% | $4,662-7.7% |
| Participant deferral / active EE | $11,061 | $6,967+58.8% | $6,281+76.1% | $6,690+65.3% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |