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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,214 | $106,247-20.7% | $96,515-12.7% | $139,466-39.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.51% | 38.47%-21.0pp | 35.73%-18.2pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,257 | $4,106-20.7% | $3,740-12.9% | $4,754-31.5% |
| Participant deferral / active EE | $4,318 | $5,456-20.9% | $4,880-11.5% | $6,712-35.7% |
| Admin fee / account holder | $15 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |