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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,448 | $117,895-19.0% | $102,460-6.8% | $145,897-34.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.23% | 31.92%-17.7pp | 29.47%-15.2pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,202 | $3,619-11.5% | $3,025+5.8% | $4,663-31.3% |
| Participant deferral / active EE | $9,257 | $5,736+61.4% | $5,056+83.1% | $6,689+38.4% |
| Admin fee / account holder | $90 | $13,353-99.3% | $9,460-99.0% | $13,390-99.3% |