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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,522 | $117,846-31.7% | $102,434-21.4% | $145,884-44.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 31.90%-15.2pp | 29.46%-12.8pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,613 | $3,615-27.7% | $3,023-13.6% | $4,662-44.0% |
| Participant deferral / active EE | $6,097 | $5,733+6.3% | $5,055+20.6% | $6,690-8.9% |
| Admin fee / account holder | $117 | $13,356-99.1% | $9,462-98.8% | $13,392-99.1% |