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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,392 | $211,239-17.9% | $178,528-2.9% | $145,877+18.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.00% | 30.22%-15.2pp | 27.11%-12.1pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,997 | $4,570-34.4% | $3,950-24.1% | $4,663-35.7% |
| Participant deferral / active EE | $15,575 | $6,963+123.7% | $6,278+148.1% | $6,691+132.8% |
| Admin fee / account holder | $64 | $12,095-99.5% | $10,419-99.4% | $13,402-99.5% |