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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,667 | $101,063-18.2% | $81,473+1.5% | $147,586-44.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.14% | 32.41%-14.3pp | 38.78%-20.6pp | 578.59%-560.4pp |
| Employer contribution / active EE | $9,083 | $3,206+183.4% | $2,568+253.7% | $4,876+86.3% |
| Participant deferral / active EE | $4,878 | $4,242+15.0% | $3,537+37.9% | $5,439-10.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |