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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,789 | $117,846-23.8% | $102,434-12.3% | $145,884-38.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.91% | 31.90%-6.0pp | 29.46%-3.5pp | 551.85%-525.9pp |
| Employer contribution / active EE | $1,932 | $3,615-46.6% | $3,023-36.1% | $4,662-58.6% |
| Participant deferral / active EE | $5,255 | $5,733-8.3% | $5,055+4.0% | $6,690-21.4% |
| Admin fee / account holder | $116 | $13,356-99.1% | $9,462-98.8% | $13,392-99.1% |