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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,425 | $107,666-24.4% | $102,184-20.3% | $154,746-47.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.41% | 29.33%-10.9pp | 31.58%-13.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $5,730 | $3,846+49.0% | $3,594+59.4% | $4,379+30.8% |
| Participant deferral / active EE | $5,730 | $8,719-34.3% | $8,309-31.0% | $6,730-14.9% |
| Admin fee / account holder | $150 | $12,943-98.8% | $11,609-98.7% | $14,365-99.0% |