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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,730 | $106,247-4.3% | $96,515+5.4% | $139,466-27.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 38.47%-24.1pp | 35.73%-21.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $2,562 | $4,106-37.6% | $3,740-31.5% | $4,754-46.1% |
| Participant deferral / active EE | $5,059 | $5,456-7.3% | $4,880+3.7% | $6,712-24.6% |
| Admin fee / account holder | $125 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |