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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,916 | $201,370-58.8% | $184,256-55.0% | $145,897-43.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 29.05%-10.9pp | 28.85%-10.7pp | 552.29%-534.2pp |
| Employer contribution / active EE | $5,829 | $7,024-17.0% | $6,427-9.3% | $4,663+25.0% |
| Participant deferral / active EE | $4,135 | $9,808-57.8% | $9,133-54.7% | $6,689-38.2% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |