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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,938 | $141,001-30.5% | $112,228-12.7% | $139,487-29.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.71% | 32.75%-19.0pp | 30.23%-16.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,601 | $4,285-39.3% | $3,432-24.2% | $4,755-45.3% |
| Participant deferral / active EE | $6,787 | $5,877+15.5% | $4,800+41.4% | $6,713+1.1% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |