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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,128 | $172,111-44.7% | $150,298-36.7% | $137,256-30.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.26% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,676 | $4,636+0.9% | $4,154+12.6% | $4,156+12.5% |
| Participant deferral / active EE | $5,090 | $6,166-17.5% | $5,453-6.7% | $6,407-20.6% |
| Admin fee / account holder | $56 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |