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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,748 | $77,416+4.3% | $69,464+16.2% | $152,897-47.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.85% | 39.08%-21.2pp | 28.98%-11.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,257 | $3,315-62.1% | $2,779-54.8% | $4,764-73.6% |
| Participant deferral / active EE | $4,622 | $4,413+4.7% | $3,536+30.7% | $5,851-21.0% |
| Admin fee / account holder | $283 | $6,208-95.4% | $3,840-92.6% | $11,599-97.6% |