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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,287 | $104,251-3.8% | $91,004+10.2% | $147,586-32.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.68% | 27.06%-13.4pp | 4.60%+9.1pp | 578.59%-564.9pp |
| Employer contribution / active EE | $4,053 | $3,116+30.1% | $2,456+65.1% | $4,876-16.9% |
| Participant deferral / active EE | $2,549 | $4,195-39.2% | $3,548-28.1% | $5,439-53.1% |
| Admin fee / account holder | $221 | $8,948-97.5% | $5,417-95.9% | $10,886-98.0% |