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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,868 | $211,239-39.5% | $178,528-28.4% | $145,877-12.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.88% | 30.22%-15.3pp | 27.11%-12.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $4,800 | $4,570+5.0% | $3,950+21.5% | $4,663+2.9% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |