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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,860 | $110,410-36.7% | $102,437-31.8% | $145,897-52.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.40% | 24.85%-10.5pp | 24.95%-10.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $4,293 | $4,217+1.8% | $3,871+10.9% | $4,663-7.9% |
| Participant deferral / active EE | $5,532 | $5,622-1.6% | $5,060+9.3% | $6,689-17.3% |
| Admin fee / account holder | $265 | $9,745-97.3% | $8,388-96.8% | $13,390-98.0% |