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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,868 | $211,288-39.5% | $178,540-28.4% | $145,884-12.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.88% | 30.27%-15.4pp | 27.15%-12.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $4,800 | $4,574+4.9% | $3,953+21.4% | $4,662+3.0% |
| Participant deferral / active EE | $23,000 | $6,967+230.2% | $6,281+266.2% | $6,690+243.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |