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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,653 | $90,509-4.3% | $78,693+10.1% | $273,968-68.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.55% | 75.61%-62.1pp | 62.18%-48.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $2,726 | $3,175-14.1% | $2,850-4.4% | $4,869-44.0% |
| Participant deferral / active EE | $14,000 | $3,901+258.9% | $3,517+298.1% | $5,287+164.8% |
| Admin fee / account holder | $15 | $5,264-99.7% | $4,511-99.7% | $10,132-99.9% |