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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,079 | $167,483-37.9% | $115,752-10.1% | $147,586-29.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 18.71% | 12.11%+6.6pp | 19.41%-0.7pp | 578.59%-559.9pp |
| Employer contribution / active EE | $4,539 | $4,960-8.5% | $3,492+30.0% | $4,876-6.9% |
| Participant deferral / active EE | $9,502 | $7,037+35.0% | $5,204+82.6% | $5,439+74.7% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |