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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,327 | $90,486+5.4% | $78,676+21.2% | $273,972-65.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.33% | 75.62%-68.3pp | 62.19%-54.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,506 | $3,175-52.6% | $2,850-47.2% | $4,869-69.1% |
| Participant deferral / active EE | $6,519 | $3,901+67.1% | $3,517+85.4% | $5,287+23.3% |
| Admin fee / account holder | -$98 | $5,263-101.9% | $4,510-102.2% | $10,133-101.0% |