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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,557 | $89,367-0.9% | $141,191-37.3% | $72,975+21.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.88% | 111.87%-85.0pp | 71.41%-44.5pp | 81.01%-54.1pp |
| Employer contribution / active EE | $4,180 | $3,115+34.2% | $4,736-11.7% | $2,440+71.3% |
| Participant deferral / active EE | $7,897 | $5,419+45.7% | $6,710+17.7% | $3,608+118.9% |
| Admin fee / account holder | $279 | $5,957-95.3% | $10,264-97.3% | $5,124-94.6% |