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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,485 | $125,797-22.5% | $170,043-42.7% | $75,173+29.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.01% | 27.20%-9.2pp | 53.40%-35.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,900 | $4,616-37.2% | $6,790-57.3% | $2,671+8.6% |
| Participant deferral / active EE | $6,361 | $6,838-7.0% | $10,410-38.9% | $4,126+54.2% |
| Admin fee / account holder | $76 | $8,177-99.1% | $12,824-99.4% | $5,651-98.7% |