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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,297 | $100,970-18.5% | $96,576-14.8% | $137,256-40.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.51% | 38.16%-13.7pp | 38.47%-14.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $6,383 | $3,809+67.6% | $3,553+79.6% | $4,156+53.6% |
| Participant deferral / active EE | $18,073 | $8,286+118.1% | $7,956+127.1% | $6,407+182.1% |
| Admin fee / account holder | $176 | $11,312-98.4% | $11,381-98.5% | $12,270-98.6% |