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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,298 | $110,410-11.9% | $102,437-5.0% | $145,897-33.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.42% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $10,324 | $4,217+144.8% | $3,871+166.7% | $4,663+121.4% |
| Participant deferral / active EE | $7,273 | $5,622+29.4% | $5,060+43.7% | $6,689+8.7% |
| Admin fee / account holder | $28 | $9,745-99.7% | $8,388-99.7% | $13,390-99.8% |