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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,825 | $124,330-18.9% | $109,173-7.6% | $167,536-39.8% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 20.23% | 26.04%-5.8pp | 25.75%-5.5pp | 478.82%-458.6pp |
| Employer contribution / active EE | $3,759 | $4,209-10.7% | $3,723+1.0% | $4,839-22.3% |
| Participant deferral / active EE | $12,350 | $5,256+135.0% | $4,654+165.4% | $6,342+94.7% |
| Admin fee / account holder | $32 | $7,974-99.6% | $6,755-99.5% | $12,315-99.7% |