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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,840 | $106,247+3.4% | $96,515+13.8% | $139,466-21.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.29% | 38.47%-13.2pp | 35.73%-10.4pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,867 | $4,106-54.5% | $3,740-50.1% | $4,754-60.7% |
| Participant deferral / active EE | $3,585 | $5,456-34.3% | $4,880-26.5% | $6,712-46.6% |
| Admin fee / account holder | $90 | $7,885-98.9% | $6,735-98.7% | $11,409-99.2% |