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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,856 | $101,063-7.1% | $81,473+15.2% | $147,586-36.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.03% | 32.41%-19.4pp | 38.78%-25.8pp | 578.59%-565.6pp |
| Employer contribution / active EE | $4,121 | $3,206+28.6% | $2,568+60.5% | $4,876-15.5% |
| Participant deferral / active EE | $8,644 | $4,242+103.8% | $3,537+144.4% | $5,439+58.9% |
| Admin fee / account holder | $38 | $5,812-99.3% | $4,561-99.2% | $10,886-99.7% |