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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,033 | $90,486+1.7% | $78,676+17.0% | $273,972-66.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.91% | 75.62%-67.7pp | 62.19%-54.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,052 | $3,175+27.6% | $2,850+42.2% | $4,869-16.8% |
| Participant deferral / active EE | $2,353 | $3,901-39.7% | $3,517-33.1% | $5,287-55.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |