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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,401 | $212,386-41.9% | $199,883-38.3% | $138,895-11.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.44% | 47.75%-36.3pp | 43.81%-32.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $6,750 | $6,625+1.9% | $6,261+7.8% | $4,194+60.9% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |