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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,811 | $275,752-70.3% | $256,809-68.1% | $198,609-58.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.61% | 34.81%-13.2pp | 32.73%-11.1pp | 202.70%-181.1pp |
| Employer contribution / active EE | $6,695 | $7,721-13.3% | $7,263-7.8% | $5,055+32.4% |
| Participant deferral / active EE | $8,698 | $10,037-13.3% | $9,520-8.6% | $6,977+24.7% |
| Admin fee / account holder | $82 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |