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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,771 | $77,638+76.2% | $156,551-12.6% | $62,881+117.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.79% | 50.33%-39.5pp | 32.23%-21.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,462 | $3,444+0.5% | $5,501-37.1% | $2,281+51.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $146 | $5,561-97.4% | $13,028-98.9% | $4,296-96.6% |