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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,680 | $90,486+0.2% | $78,676+15.3% | $273,972-66.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.79% | 75.62%-71.8pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $3,075 | $3,175-3.2% | $2,850+7.9% | $4,869-36.8% |
| Participant deferral / active EE | $9,967 | $3,901+155.5% | $3,517+183.4% | $5,287+88.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |