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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,200 | $117,895-21.8% | $102,460-10.0% | $145,897-36.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.44% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,394 | $3,619-33.8% | $3,025-20.9% | $4,663-48.6% |
| Participant deferral / active EE | $3,446 | $5,736-39.9% | $5,056-31.8% | $6,689-48.5% |
| Admin fee / account holder | $219 | $13,353-98.4% | $9,460-97.7% | $13,390-98.4% |