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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,447 | $222,882-59.4% | $182,153-50.3% | $198,609-54.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 17.00% | 38.53%-21.5pp | 35.04%-18.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $5,338 | $2,741+94.7% | $2,593+105.8% | $5,055+5.6% |
| Participant deferral / active EE | $4,036 | $4,212-4.2% | $3,776+6.9% | $6,977-42.2% |
| Admin fee / account holder | $214 | $8,972-97.6% | $9,477-97.7% | $19,030-98.9% |