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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,767 | $98,776-3.0% | $149,745-36.0% | $79,856+19.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 35.33% | 27.38%+8.0pp | 276.72%-241.4pp | 31.71%+3.6pp |
| Employer contribution / active EE | $1,266 | $3,217-60.7% | $4,646-72.8% | $2,471-48.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $170 | $6,053-97.2% | $9,312-98.2% | $5,306-96.8% |