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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,723 | $110,337-9.6% | $102,383-2.6% | $145,877-31.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.65% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,323 | $4,216+2.5% | $3,870+11.7% | $4,663-7.3% |
| Participant deferral / active EE | $6,961 | $5,621+23.8% | $5,060+37.6% | $6,691+4.0% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |