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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,721 | $99,053-23.6% | $88,179-14.1% | $138,895-45.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.43% | 78.17%-56.7pp | 64.97%-43.5pp | 145.39%-124.0pp |
| Employer contribution / active EE | $3,154 | $2,882+9.5% | $2,549+23.7% | $4,194-24.8% |
| Participant deferral / active EE | $11,556 | $5,225+121.1% | $4,614+150.5% | $6,396+80.7% |
| Admin fee / account holder | $140 | $8,748-98.4% | $7,673-98.2% | $12,562-98.9% |