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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,447 | $116,167-22.1% | $64,489+40.3% | $137,256-34.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 17.00% | 36.55%-19.6pp | 55.03%-38.0pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,338 | $2,483+115.0% | $1,523+250.4% | $4,156+28.4% |
| Participant deferral / active EE | $4,036 | $4,215-4.3% | $2,778+45.3% | $6,407-37.0% |
| Admin fee / account holder | $214 | $6,188-96.5% | $4,260-95.0% | $12,270-98.3% |