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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,473 | $107,809-20.7% | $97,032-11.9% | $155,188-44.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.98% | 38.06%-20.1pp | 35.38%-17.4pp | 148.84%-130.9pp |
| Employer contribution / active EE | $4,870 | $2,911+67.3% | $2,629+85.3% | $4,248+14.6% |
| Participant deferral / active EE | $15,219 | $5,129+196.7% | $4,672+225.7% | $6,531+133.0% |
| Admin fee / account holder | $108 | $10,717-99.0% | $9,418-98.9% | $14,480-99.3% |