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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,881 | $181,062-54.2% | $158,223-47.6% | $155,188-46.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.85% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,933 | $4,565-57.7% | $4,109-53.0% | $4,248-54.5% |
| Participant deferral / active EE | $10,896 | $6,134+77.6% | $5,467+99.3% | $6,531+66.8% |
| Admin fee / account holder | $264 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |