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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,917 | $100,279-10.3% | $81,353+10.5% | $145,884-38.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 34.49%-24.1pp | 24.82%-14.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $6,999 | $2,979+134.9% | $2,464+184.1% | $4,662+50.1% |
| Participant deferral / active EE | $9,675 | $4,611+109.8% | $3,885+149.1% | $6,690+44.6% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |