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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,723 | $110,212-5.0% | $96,534+8.5% | $139,466-24.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.92% | 26.42%-13.5pp | 25.88%-13.0pp | 373.66%-360.7pp |
| Employer contribution / active EE | $3,132 | $3,620-13.5% | $2,965+5.6% | $4,754-34.1% |
| Participant deferral / active EE | $8,790 | $5,547+58.5% | $4,851+81.2% | $6,712+31.0% |
| Admin fee / account holder | $276 | $11,599-97.6% | $8,253-96.7% | $11,409-97.6% |