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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,389 | $183,592-36.6% | $155,574-25.2% | $145,877-20.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,858 | $5,317-46.2% | $4,676-38.9% | $4,663-38.7% |
| Participant deferral / active EE | $3,061 | $6,466-52.7% | $5,629-45.6% | $6,691-54.3% |
| Admin fee / account holder | $208 | $19,316-98.9% | $15,914-98.7% | $13,402-98.5% |