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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,464 | $201,264-28.7% | $184,185-22.1% | $145,978-1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,712 | $7,021-61.4% | $6,426-57.8% | $4,662-41.8% |
| Participant deferral / active EE | $6,489 | $9,806-33.8% | $9,132-28.9% | $6,690-3.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |