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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,419 | $113,338-8.8% | $94,993+8.9% | $147,586-29.9% |
| Participation rate | 94.1% | 78.0%+16.1pp | 73.9%+20.2pp | 82.8%+11.3pp |
| Annual return | 14.42% | 20.80%-6.4pp | 27.14%-12.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,985 | $3,160-37.2% | $2,603-23.7% | $4,876-59.3% |
| Participant deferral / active EE | $4,093 | $3,777+8.4% | $3,317+23.4% | $5,439-24.7% |
| Admin fee / account holder | $63 | $6,063-99.0% | $4,960-98.7% | $10,886-99.4% |