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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,680 | $282,059-68.9% | $213,469-58.9% | $154,746-43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.10% | 20.90%-8.8pp | 20.58%-8.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,699 | $6,189-56.4% | $4,994-46.0% | $4,379-38.4% |
| Participant deferral / active EE | $7,705 | $8,186-5.9% | $6,841+12.6% | $6,730+14.5% |
| Admin fee / account holder | $241 | $37,435-99.4% | $27,141-99.1% | $14,365-98.3% |