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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,114 | $154,228-36.4% | $145,433-32.5% | $137,256-28.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.40% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,436 | $4,804-28.5% | $4,554-24.6% | $4,156-17.3% |
| Participant deferral / active EE | $4,976 | $8,216-39.4% | $7,897-37.0% | $6,407-22.3% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |