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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,251 | $91,559-3.6% | $133,978-34.1% | $79,856+10.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.38% | 61.85%-45.5pp | 45.10%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,210 | $2,384-7.3% | $3,919-43.6% | $2,471-10.6% |
| Participant deferral / active EE | $2,780 | $3,734-25.5% | $5,047-44.9% | $3,741-25.7% |
| Admin fee / account holder | $76 | $6,321-98.8% | $8,930-99.2% | $5,306-98.6% |