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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,159 | $211,288-37.9% | $178,540-26.5% | $145,884-10.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.92% | 30.27%-21.4pp | 27.15%-18.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,222 | $4,574-29.6% | $3,953-18.5% | $4,662-30.9% |
| Participant deferral / active EE | $30,500 | $6,967+337.8% | $6,281+385.6% | $6,690+355.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |