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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,738 | $125,797-24.7% | $170,028-44.3% | $75,181+26.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.14% | 27.20%-8.1pp | 53.39%-34.2pp | 160.69%-141.5pp |
| Employer contribution / active EE | $3,347 | $4,616-27.5% | $6,788-50.7% | $2,671+25.3% |
| Participant deferral / active EE | $7,114 | $6,838+4.0% | $10,409-31.7% | $4,126+72.4% |
| Admin fee / account holder | $185 | $8,177-97.7% | $12,820-98.6% | $5,650-96.7% |