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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,704 | $178,174-46.8% | $156,181-39.4% | $137,256-31.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.02% | 84.19%-70.2pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,268 | $4,972-34.3% | $4,294-23.9% | $4,156-21.4% |
| Participant deferral / active EE | $8,267 | $6,888+20.0% | $6,132+34.8% | $6,407+29.0% |
| Admin fee / account holder | $289 | $17,404-98.3% | $14,586-98.0% | $12,270-97.6% |