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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,605 | $101,063-17.3% | $81,473+2.6% | $147,586-43.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.35% | 32.41%-14.1pp | 38.78%-20.4pp | 578.59%-560.2pp |
| Employer contribution / active EE | $5,105 | $3,206+59.2% | $2,568+98.8% | $4,876+4.7% |
| Participant deferral / active EE | $9,812 | $4,242+131.3% | $3,537+177.4% | $5,439+80.4% |
| Admin fee / account holder | $145 | $5,812-97.5% | $4,561-96.8% | $10,886-98.7% |