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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,447 | $135,956-37.2% | $123,894-31.0% | $273,972-68.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.37% | 56.63%-37.3pp | 47.52%-28.2pp | 41.46%-22.1pp |
| Employer contribution / active EE | $9,375 | $5,170+81.3% | $4,617+103.1% | $4,869+92.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $294 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |