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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,919 | $84,236+0.8% | $170,435-50.2% | $70,126+21.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.35% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,617 | $3,387+65.8% | $5,432+3.4% | $2,343+139.8% |
| Participant deferral / active EE | $5,819 | $3,086+88.6% | $4,939+17.8% | $3,332+74.6% |
| Admin fee / account holder | $276 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |