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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,721 | $107,809-29.8% | $97,032-22.0% | $155,188-51.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.43% | 38.06%-16.6pp | 35.38%-13.9pp | 148.84%-127.4pp |
| Employer contribution / active EE | $3,154 | $2,911+8.4% | $2,629+20.0% | $4,248-25.7% |
| Participant deferral / active EE | $11,556 | $5,129+125.3% | $4,672+147.3% | $6,531+76.9% |
| Admin fee / account holder | $140 | $10,717-98.7% | $9,418-98.5% | $14,480-99.0% |