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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,394 | $113,339+18.6% | $94,993+41.5% | $147,585-8.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.45% | 20.77%-5.3pp | 27.12%-11.7pp | 578.57%-563.1pp |
| Employer contribution / active EE | $2,202 | $3,160-30.3% | $2,603-15.4% | $4,876-54.8% |
| Participant deferral / active EE | $5,616 | $3,777+48.7% | $3,317+69.3% | $5,439+3.3% |
| Admin fee / account holder | $7 | $6,063-99.9% | $4,960-99.9% | $10,885-99.9% |