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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,842 | $106,247-15.4% | $96,515-6.9% | $139,466-35.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.13% | 38.47%-11.3pp | 35.73%-8.6pp | 373.66%-346.5pp |
| Employer contribution / active EE | $2,890 | $4,106-29.6% | $3,740-22.7% | $4,754-39.2% |
| Participant deferral / active EE | $7,130 | $5,456+30.7% | $4,880+46.1% | $6,712+6.2% |
| Admin fee / account holder | $44 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |