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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,060 | $90,486+23.8% | $78,676+42.4% | $273,972-59.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.46% | 75.62%-73.2pp | 62.19%-59.7pp | 41.46%-39.0pp |
| Employer contribution / active EE | $2,645 | $3,175-16.7% | $2,850-7.2% | $4,869-45.7% |
| Participant deferral / active EE | $2,830 | $3,901-27.5% | $3,517-19.5% | $5,287-46.5% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |