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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,512 | $115,903-17.6% | $100,528-5.0% | $158,966-39.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.11% | 34.80%-15.7pp | 30.90%-11.8pp | 302.95%-283.8pp |
| Employer contribution / active EE | $3,195 | $4,105-22.2% | $3,419-6.5% | $4,762-32.9% |
| Participant deferral / active EE | $15,304 | $6,677+129.2% | $6,271+144.0% | $5,983+155.8% |
| Admin fee / account holder | $62 | $11,000-99.4% | $8,084-99.2% | $11,250-99.5% |