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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,917 | $100,125-10.2% | $81,482+10.4% | $145,978-38.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 34.44%-24.0pp | 24.79%-14.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $6,999 | $2,977+135.1% | $2,463+184.2% | $4,662+50.1% |
| Participant deferral / active EE | $9,675 | $4,609+109.9% | $3,885+149.0% | $6,690+44.6% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |