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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,464 | $162,812-43.2% | $133,971-31.0% | $158,966-41.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.44% | 41.94%-34.5pp | 45.09%-37.7pp | 302.95%-295.5pp |
| Employer contribution / active EE | $2,861 | $4,976-42.5% | $3,919-27.0% | $4,762-39.9% |
| Participant deferral / active EE | $4,446 | $5,910-24.8% | $5,047-11.9% | $5,983-25.7% |
| Admin fee / account holder | $276 | $11,741-97.7% | $8,929-96.9% | $11,250-97.6% |