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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,431 | $228,317-58.6% | $185,808-49.2% | $158,931-40.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.40% | 40.81%-21.4pp | 35.95%-16.6pp | 302.86%-283.5pp |
| Employer contribution / active EE | $1,363 | $4,964-72.6% | $4,086-66.6% | $4,761-71.4% |
| Participant deferral / active EE | $12,702 | $6,415+98.0% | $5,632+125.5% | $5,982+112.3% |
| Admin fee / account holder | $182 | $11,865-98.5% | $9,501-98.1% | $11,247-98.4% |