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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,885 | $114,013-26.4% | $103,693-19.1% | $155,188-45.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.70% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $22,395 | $3,131+615.2% | $2,920+666.9% | $4,248+427.2% |
| Participant deferral / active EE | $14,286 | $4,970+187.5% | $4,579+212.0% | $6,531+118.7% |
| Admin fee / account holder | $263 | $8,407-96.9% | $7,858-96.7% | $14,480-98.2% |