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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,247 | $113,338-30.1% | $94,993-16.6% | $147,586-46.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.08% | 20.80%-6.7pp | 27.14%-13.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $6,544 | $3,160+107.1% | $2,603+151.3% | $4,876+34.2% |
| Participant deferral / active EE | $4,143 | $3,777+9.7% | $3,317+24.9% | $5,439-23.8% |
| Admin fee / account holder | $291 | $6,063-95.2% | $4,960-94.1% | $10,886-97.3% |