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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,255 | $117,895-16.7% | $102,460-4.1% | $145,897-32.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,370 | $3,619-34.5% | $3,025-21.6% | $4,663-49.2% |
| Participant deferral / active EE | $11,436 | $5,736+99.4% | $5,056+126.2% | $6,689+71.0% |
| Admin fee / account holder | $72 | $13,353-99.5% | $9,460-99.2% | $13,390-99.5% |