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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,717 | $114,013-17.8% | $103,693-9.6% | $155,188-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.03% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $4,520 | $3,131+44.4% | $2,920+54.8% | $4,248+6.4% |
| Participant deferral / active EE | $7,496 | $4,970+50.8% | $4,579+63.7% | $6,531+14.8% |
| Admin fee / account holder | $86 | $8,407-99.0% | $7,858-98.9% | $14,480-99.4% |