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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,064 | $124,980-23.9% | $108,359-12.3% | $154,746-38.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.70% | 45.00%-27.3pp | 36.89%-19.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,991 | $2,851+4.9% | $2,399+24.6% | $4,379-31.7% |
| Participant deferral / active EE | $22,228 | $4,743+368.7% | $4,137+437.3% | $6,730+230.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |