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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,255 | $117,904-16.7% | $102,457-4.1% | $145,978-32.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 31.80%-18.2pp | 29.41%-15.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,370 | $3,613-34.4% | $3,022-21.6% | $4,662-49.2% |
| Participant deferral / active EE | $11,436 | $5,733+99.5% | $5,054+126.3% | $6,690+71.0% |
| Admin fee / account holder | $72 | $13,329-99.5% | $9,451-99.2% | $13,400-99.5% |