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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,408 | $123,155-16.0% | $108,753-4.9% | $155,188-33.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.48% | 44.73%-29.3pp | 37.47%-22.0pp | 148.84%-133.4pp |
| Employer contribution / active EE | $2,655 | $2,811-5.6% | $2,427+9.4% | $4,248-37.5% |
| Participant deferral / active EE | $2,655 | $4,623-42.6% | $4,115-35.5% | $6,531-59.3% |
| Admin fee / account holder | $40 | $12,126-99.7% | $10,320-99.6% | $14,480-99.7% |