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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,064 | $123,155-22.8% | $108,753-12.6% | $155,188-38.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.70% | 44.73%-27.0pp | 37.47%-19.8pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,991 | $2,811+6.4% | $2,427+23.3% | $4,248-29.6% |
| Participant deferral / active EE | $22,228 | $4,623+380.8% | $4,115+440.2% | $6,531+240.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |