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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,101 | $84,236-0.2% | $170,435-50.7% | $70,126+19.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.24% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,297 | $3,387-32.2% | $5,432-57.7% | $2,343-1.9% |
| Participant deferral / active EE | $2,556 | $3,086-17.2% | $4,939-48.3% | $3,332-23.3% |
| Admin fee / account holder | $17 | $5,698-99.7% | $13,881-99.9% | $4,645-99.6% |