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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,281 | $176,794-33.7% | $146,647-20.0% | $167,553-30.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.72% | 24.04%-8.3pp | 22.75%-7.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $3,243 | $5,161-37.2% | $4,137-21.6% | $4,840-33.0% |
| Participant deferral / active EE | $3,598 | $6,440-44.1% | $5,506-34.7% | $6,343-43.3% |
| Admin fee / account holder | $16 | $13,262-99.9% | $10,281-99.8% | $12,316-99.9% |