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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,535 | $124,980-33.2% | $108,359-22.9% | $154,746-46.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 24.85% | 45.00%-20.2pp | 36.89%-12.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $14,089 | $2,851+394.3% | $2,399+487.2% | $4,379+221.7% |
| Participant deferral / active EE | $13,346 | $4,743+181.4% | $4,137+222.6% | $6,730+98.3% |
| Admin fee / account holder | $80 | $11,502-99.3% | $9,741-99.2% | $14,365-99.4% |