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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,908 | $106,247-20.1% | $96,515-12.0% | $139,466-39.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.00% | 38.47%-20.5pp | 35.73%-17.7pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,711 | $4,106-34.0% | $3,740-27.5% | $4,754-43.0% |
| Participant deferral / active EE | $3,562 | $5,456-34.7% | $4,880-27.0% | $6,712-46.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |