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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,651 | $115,901-14.0% | $100,525-0.9% | $158,931-37.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.34% | 34.80%-22.5pp | 30.89%-18.6pp | 302.86%-290.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,108 | $6,675+21.5% | $6,270+29.3% | $5,982+35.5% |
| Admin fee / account holder | $90 | $10,998-99.2% | $8,082-98.9% | $11,247-99.2% |