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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,289 | $147,556-30.0% | $129,031-20.0% | $198,609-48.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 22.26% | 37.41%-15.1pp | 34.67%-12.4pp | 202.70%-180.4pp |
| Employer contribution / active EE | $6,178 | $3,645+69.5% | $3,226+91.5% | $5,055+22.2% |
| Participant deferral / active EE | $7,722 | $5,760+34.1% | $5,217+48.0% | $6,977+10.7% |
| Admin fee / account holder | $206 | $15,467-98.7% | $13,208-98.4% | $19,030-98.9% |