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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,393 | $172,111-38.8% | $150,298-29.9% | $137,256-23.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.36% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,726 | $4,636-62.8% | $4,154-58.4% | $4,156-58.5% |
| Participant deferral / active EE | $3,545 | $6,166-42.5% | $5,453-35.0% | $6,407-44.7% |
| Admin fee / account holder | $176 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |