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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,163 | $152,460-35.0% | $118,746-16.5% | $147,586-32.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 7.97% | 17.41%-9.4pp | 24.54%-16.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $4,000 | $5,046-20.7% | $4,193-4.6% | $4,876-18.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $136 | $16,953-99.2% | $10,720-98.7% | $10,886-98.8% |