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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,711 | $90,509+2.4% | $78,693+17.8% | $273,968-66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.64% | 75.61%-68.0pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,600 | $3,175+13.4% | $2,850+26.3% | $4,869-26.1% |
| Participant deferral / active EE | $3,600 | $3,901-7.7% | $3,517+2.4% | $5,287-31.9% |
| Admin fee / account holder | $15 | $5,264-99.7% | $4,511-99.7% | $10,132-99.9% |