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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,808 | $155,555-35.8% | $146,866-32.0% | $155,188-35.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.33% | 115.41%-97.1pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,324 | $4,647-50.0% | $4,425-47.5% | $4,248-45.3% |
| Participant deferral / active EE | $2,905 | $8,044-63.9% | $7,759-62.6% | $6,531-55.5% |
| Admin fee / account holder | $95 | $14,755-99.4% | $13,620-99.3% | $14,480-99.3% |