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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,103 | $76,312+7.6% | $67,221+22.1% | $158,950-48.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.93% | 22.77%-9.8pp | 20.72%-7.8pp | 302.91%-290.0pp |
| Employer contribution / active EE | $5,111 | $4,476+14.2% | $3,723+37.3% | $4,762+7.3% |
| Participant deferral / active EE | $2,848 | $5,264-45.9% | $4,384-35.0% | $5,983-52.4% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,248-100.0% |