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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,871 | $90,486+3.7% | $78,676+19.3% | $273,972-65.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.53% | 75.62%-73.1pp | 62.19%-59.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $8,054 | $3,175+153.7% | $2,850+182.6% | $4,869+65.4% |
| Participant deferral / active EE | $6,565 | $3,901+68.3% | $3,517+86.7% | $5,287+24.2% |
| Admin fee / account holder | $67 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |