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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,464 | $201,372-28.8% | $184,260-22.1% | $145,884-1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,712 | $7,024-61.4% | $6,427-57.8% | $4,662-41.8% |
| Participant deferral / active EE | $6,489 | $9,808-33.8% | $9,133-28.9% | $6,690-3.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |