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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,123 | $110,337-41.0% | $102,383-36.4% | $145,877-55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.83% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $14,928 | $4,216+254.1% | $3,870+285.7% | $4,663+220.1% |
| Participant deferral / active EE | $14,628 | $5,621+160.3% | $5,060+189.1% | $6,691+118.6% |
| Admin fee / account holder | $285 | $9,750-97.1% | $8,391-96.6% | $13,402-97.9% |