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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,103 | $117,859-6.6% | $102,438+7.5% | $145,959-24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.34% | 31.72%-8.4pp | 29.37%-6.0pp | 561.95%-538.6pp |
| Employer contribution / active EE | $15,426 | $3,615+326.7% | $3,024+410.2% | $4,661+231.0% |
| Participant deferral / active EE | $5,750 | $5,732+0.3% | $5,054+13.8% | $6,689-14.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |