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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,647 | $110,240-16.9% | $96,544-5.1% | $139,487-34.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.82% | 26.41%-2.6pp | 25.88%-2.1pp | 373.84%-350.0pp |
| Employer contribution / active EE | $9,742 | $3,622+168.9% | $2,966+228.4% | $4,755+104.9% |
| Participant deferral / active EE | $14,499 | $5,549+161.3% | $4,851+198.9% | $6,713+116.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |