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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,190 | $117,829-10.7% | $102,423+2.7% | $145,877-27.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.42% | 31.83%-13.4pp | 29.42%-11.0pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,236 | $3,615-38.1% | $3,023-26.0% | $4,663-52.0% |
| Participant deferral / active EE | $9,170 | $5,732+60.0% | $5,054+81.4% | $6,691+37.1% |
| Admin fee / account holder | $147 | $13,335-98.9% | $9,455-98.4% | $13,402-98.9% |