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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,200 | $110,240-19.1% | $96,544-7.6% | $139,487-36.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.03% | 26.41%-11.4pp | 25.88%-10.9pp | 373.84%-358.8pp |
| Employer contribution / active EE | $6,114 | $3,622+68.8% | $2,966+106.1% | $4,755+28.6% |
| Participant deferral / active EE | $4,651 | $5,549-16.2% | $4,851-4.1% | $6,713-30.7% |
| Admin fee / account holder | $6 | $11,602-100.0% | $8,254-99.9% | $11,407-100.0% |