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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,069 | $111,814-16.8% | $103,378-10.0% | $145,978-36.2% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 15.57% | 24.80%-9.2pp | 24.91%-9.3pp | 550.52%-534.9pp |
| Employer contribution / active EE | $15,622 | $4,215+270.6% | $3,870+303.6% | $4,662+235.1% |
| Participant deferral / active EE | $7,900 | $5,618+40.6% | $5,058+56.2% | $6,690+18.1% |
| Admin fee / account holder | $13 | $9,764-99.9% | $8,401-99.8% | $13,400-99.9% |