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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,651 | $115,917-14.0% | $100,535-0.9% | $158,982-37.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.34% | 34.80%-22.5pp | 30.90%-18.6pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,108 | $6,677+21.4% | $6,271+29.3% | $5,983+35.5% |
| Admin fee / account holder | $90 | $11,002-99.2% | $8,085-98.9% | $11,252-99.2% |