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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,430 | $107,666-24.4% | $102,184-20.3% | $154,746-47.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 37.43% | 29.33%+8.1pp | 31.58%+5.9pp | 172.34%-134.9pp |
| Employer contribution / active EE | $5,901 | $3,846+53.4% | $3,594+64.2% | $4,379+34.7% |
| Participant deferral / active EE | $6,660 | $8,719-23.6% | $8,309-19.8% | $6,730-1.0% |
| Admin fee / account holder | $156 | $12,943-98.8% | $11,609-98.7% | $14,365-98.9% |