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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,232 | $124,330-32.3% | $109,173-22.8% | $167,536-49.7% |
| Participation rate | 88.9% | 79.5%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 19.38% | 26.04%-6.7pp | 25.75%-6.4pp | 478.82%-459.4pp |
| Employer contribution / active EE | $2,923 | $4,209-30.5% | $3,723-21.5% | $4,839-39.6% |
| Participant deferral / active EE | $12,702 | $5,256+141.6% | $4,654+172.9% | $6,342+100.3% |
| Admin fee / account holder | $10 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |