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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,134 | $103,393-9.9% | $87,103+6.9% | $152,909-39.1% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 19.39% | 28.10%-8.7pp | 28.19%-8.8pp | 345.46%-326.1pp |
| Employer contribution / active EE | $11,581 | $3,221+259.5% | $2,521+359.3% | $4,764+143.1% |
| Participant deferral / active EE | $3,375 | $4,778-29.4% | $4,049-16.6% | $5,851-42.3% |
| Admin fee / account holder | $13 | $12,195-99.9% | $7,491-99.8% | $11,601-99.9% |