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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,581 | $64,307+30.0% | $57,347+45.7% | $125,393-33.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 11.97% | 25.14%-13.2pp | 24.40%-12.4pp | 282.23%-270.3pp |
| Employer contribution / active EE | $1,787 | $3,193-44.0% | $2,689-33.5% | $4,866-63.3% |
| Participant deferral / active EE | $7,991 | $3,847+107.7% | $3,162+152.7% | $5,351+49.3% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |