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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,131 | $105,856-22.4% | $90,161-8.9% | $147,586-44.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.78% | 37.63%-17.9pp | 34.89%-15.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $8,291 | $4,126+100.9% | $3,318+149.9% | $4,876+70.0% |
| Participant deferral / active EE | $6,697 | $5,733+16.8% | $5,287+26.7% | $5,439+23.1% |
| Admin fee / account holder | $164 | $8,046-98.0% | $5,943-97.2% | $10,886-98.5% |