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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,103 | $117,829-6.6% | $102,423+7.5% | $145,877-24.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.34% | 31.83%-8.5pp | 29.42%-6.1pp | 551.28%-527.9pp |
| Employer contribution / active EE | $15,426 | $3,615+326.8% | $3,023+410.3% | $4,663+230.8% |
| Participant deferral / active EE | $5,750 | $5,732+0.3% | $5,054+13.8% | $6,691-14.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |