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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,225 | $172,111-43.5% | $150,298-35.3% | $137,256-29.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.76% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,902 | $4,636-59.0% | $4,154-54.2% | $4,156-54.2% |
| Participant deferral / active EE | $7,192 | $6,166+16.6% | $5,453+31.9% | $6,407+12.3% |
| Admin fee / account holder | $228 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |