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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,540 | $97,125-19.1% | $86,233-8.9% | $137,256-42.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.98% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,992 | $2,841+110.9% | $2,504+139.3% | $4,156+44.2% |
| Participant deferral / active EE | $3,725 | $5,180-28.1% | $4,559-18.3% | $6,407-41.9% |
| Admin fee / account holder | $172 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |