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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,386 | $117,904-23.3% | $102,457-11.8% | $145,978-38.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 31.80%-15.0pp | 29.41%-12.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $3,606 | $3,613-0.2% | $3,022+19.3% | $4,662-22.6% |
| Participant deferral / active EE | $13,571 | $5,733+136.7% | $5,054+168.5% | $6,690+102.9% |
| Admin fee / account holder | $123 | $13,329-99.1% | $9,451-98.7% | $13,400-99.1% |