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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,797 | $122,042-24.8% | $184,243-50.2% | $74,429+23.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.17% | 19.91%-3.7pp | 28.82%-12.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $6,487 | $4,538+43.0% | $6,427+0.9% | $2,625+147.1% |
| Participant deferral / active EE | $9,713 | $7,143+36.0% | $9,132+6.4% | $4,348+123.4% |
| Admin fee / account holder | $88 | $1,252-92.9% | $13,914-99.4% | $1,944-95.5% |