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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,447 | $151,427-40.3% | $112,860-19.9% | $154,746-41.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 17.00% | 30.95%-14.0pp | 35.26%-18.3pp | 172.34%-155.3pp |
| Employer contribution / active EE | $5,338 | $2,750+94.1% | $2,206+142.0% | $4,379+21.9% |
| Participant deferral / active EE | $4,036 | $4,285-5.8% | $3,493+15.5% | $6,730-40.0% |
| Admin fee / account holder | $214 | $7,369-97.1% | $6,841-96.9% | $14,365-98.5% |