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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,715 | $84,236-1.8% | $170,439-51.5% | $70,124+18.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.72% | 23.06%-4.3pp | 205.94%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,764 | $3,387+11.1% | $5,433-30.7% | $2,342+60.7% |
| Participant deferral / active EE | $2,031 | $3,086-34.2% | $4,939-58.9% | $3,332-39.0% |
| Admin fee / account holder | $262 | $5,698-95.4% | $13,881-98.1% | $4,645-94.4% |