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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,736 | $118,488-15.8% | $98,462+1.3% | $139,487-28.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.69% | 18.96%-0.3pp | 21.17%-2.5pp | 373.84%-355.2pp |
| Employer contribution / active EE | $12,557 | $3,611+247.8% | $3,049+311.9% | $4,755+164.1% |
| Participant deferral / active EE | $4,454 | $5,393-17.4% | $4,738-6.0% | $6,713-33.7% |
| Admin fee / account holder | $104 | $13,868-99.3% | $8,875-98.8% | $11,407-99.1% |