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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,621 | $212,777-34.4% | $173,703-19.6% | $198,609-29.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 6.94% | 18.82%-11.9pp | 17.46%-10.5pp | 202.70%-195.8pp |
| Employer contribution / active EE | $2,474 | $5,214-52.5% | $4,288-42.3% | $5,055-51.1% |
| Participant deferral / active EE | $3,530 | $5,697-38.0% | $4,854-27.3% | $6,977-49.4% |
| Admin fee / account holder | $95 | $19,536-99.5% | $15,562-99.4% | $19,030-99.5% |