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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,238 | $118,467-42.4% | $98,450-30.7% | $139,456-51.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 18.95%-5.9pp | 21.16%-8.1pp | 373.45%-360.4pp |
| Employer contribution / active EE | $8,825 | $3,611+144.4% | $3,049+189.5% | $4,753+85.7% |
| Participant deferral / active EE | $4,639 | $5,393-14.0% | $4,739-2.1% | $6,711-30.9% |
| Admin fee / account holder | $290 | $14,057-97.9% | $8,961-96.8% | $11,407-97.5% |