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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,761 | $103,392-17.1% | $87,104-1.5% | $152,897-43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.05% | 28.10%-1.0pp | 28.19%-1.1pp | 345.43%-318.4pp |
| Employer contribution / active EE | $3,415 | $3,221+6.0% | $2,521+35.4% | $4,764-28.3% |
| Participant deferral / active EE | $3,850 | $4,778-19.4% | $4,048-4.9% | $5,851-34.2% |
| Admin fee / account holder | $136 | $12,194-98.9% | $7,491-98.2% | $11,599-98.8% |