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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,320 | $110,240-11.7% | $96,544+0.8% | $139,487-30.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.92% | 26.41%-6.5pp | 25.88%-6.0pp | 373.84%-353.9pp |
| Employer contribution / active EE | $2,668 | $3,622-26.3% | $2,966-10.0% | $4,755-43.9% |
| Participant deferral / active EE | $8,675 | $5,549+56.3% | $4,851+78.8% | $6,713+29.2% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |