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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,146 | $111,301-11.8% | $112,977-13.1% | $158,982-38.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 11.96% | 26.40%-14.4pp | 24.24%-12.3pp | 302.99%-291.0pp |
| Employer contribution / active EE | $17,979 | $4,471+302.1% | $4,255+322.6% | $4,763+277.5% |
| Participant deferral / active EE | $11,920 | $5,880+102.7% | $5,836+104.3% | $5,983+99.2% |
| Admin fee / account holder | $242 | $8,392-97.1% | $6,294-96.2% | $11,252-97.9% |