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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,974 | $158,852-27.6% | $121,220-5.2% | $135,380-15.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 9.43% | -0.64%+10.1pp | 16.94%-7.5pp | 519.81%-510.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $25,000 | $4,006+524.1% | $3,345+647.3% | $5,609+345.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |