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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,895 | $162,821-59.5% | $133,978-50.8% | $158,982-58.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.06% | 41.95%-30.9pp | 45.10%-34.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $4,441 | $4,976-10.8% | $3,919+13.3% | $4,763-6.8% |
| Participant deferral / active EE | $5,580 | $5,910-5.6% | $5,047+10.6% | $5,983-6.7% |
| Admin fee / account holder | $195 | $11,742-98.3% | $8,930-97.8% | $11,252-98.3% |