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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,753 | $110,410-11.5% | $102,437-4.6% | $145,897-33.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,531 | $4,217-16.3% | $3,871-8.8% | $4,663-24.3% |
| Participant deferral / active EE | $6,305 | $5,622+12.2% | $5,060+24.6% | $6,689-5.7% |
| Admin fee / account holder | $133 | $9,745-98.6% | $8,388-98.4% | $13,390-99.0% |