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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,337 | $85,766-0.5% | $136,295-37.4% | $70,131+21.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.01% | 31.45%-13.4pp | 5155.97%-5138.0pp | 73.14%-55.1pp |
| Employer contribution / active EE | $9,031 | $2,966+204.5% | $4,695+92.3% | $2,342+285.5% |
| Participant deferral / active EE | $3,562 | $5,051-29.5% | $6,247-43.0% | $3,332+6.9% |
| Admin fee / account holder | $211 | $5,420-96.1% | $9,243-97.7% | $4,645-95.5% |