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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,448 | $117,829-19.0% | $102,423-6.8% | $145,877-34.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.23% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,202 | $3,615-11.4% | $3,023+5.9% | $4,663-31.3% |
| Participant deferral / active EE | $9,257 | $5,732+61.5% | $5,054+83.2% | $6,691+38.4% |
| Admin fee / account holder | $90 | $13,335-99.3% | $9,455-99.0% | $13,402-99.3% |