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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,060 | $114,013-5.2% | $103,693+4.2% | $155,188-30.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.37% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,211 | $3,131-29.4% | $2,920-24.3% | $4,248-48.0% |
| Participant deferral / active EE | $7,713 | $4,970+55.2% | $4,579+68.4% | $6,531+18.1% |
| Admin fee / account holder | $252 | $8,407-97.0% | $7,858-96.8% | $14,480-98.3% |