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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,984 | $112,729-12.2% | $98,716+0.3% | $137,256-27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.63% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,135 | $2,725-21.6% | $2,279-6.3% | $4,156-48.6% |
| Participant deferral / active EE | $10,688 | $4,640+130.3% | $4,048+164.0% | $6,407+66.8% |
| Admin fee / account holder | $66 | $10,129-99.4% | $8,703-99.2% | $12,270-99.5% |