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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,885 | $123,155-35.1% | $108,753-26.5% | $155,188-48.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.60% | 44.73%-26.1pp | 37.47%-18.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,521 | $2,811-45.9% | $2,427-37.3% | $4,248-64.2% |
| Participant deferral / active EE | $8,341 | $4,623+80.4% | $4,115+102.7% | $6,531+27.7% |
| Admin fee / account holder | $270 | $12,126-97.8% | $10,320-97.4% | $14,480-98.1% |