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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,457 | $162,812-21.7% | $133,971-4.9% | $158,966-19.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.28% | 41.94%-25.7pp | 45.09%-28.8pp | 302.95%-286.7pp |
| Employer contribution / active EE | $4,307 | $4,976-13.5% | $3,919+9.9% | $4,762-9.6% |
| Participant deferral / active EE | $2,773 | $5,910-53.1% | $5,047-45.1% | $5,983-53.7% |
| Admin fee / account holder | $281 | $11,741-97.6% | $8,929-96.9% | $11,250-97.5% |