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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,142 | $176,838-40.0% | $146,685-27.6% | $167,518-36.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.02% | 24.04%-11.0pp | 22.75%-9.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $4,641 | $5,161-10.1% | $4,137+12.2% | $4,838-4.1% |
| Participant deferral / active EE | $4,380 | $6,441-32.0% | $5,507-20.5% | $6,342-30.9% |
| Admin fee / account holder | $8 | $13,262-99.9% | $10,281-99.9% | $12,312-99.9% |