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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,979 | $107,666-40.6% | $102,184-37.4% | $154,746-58.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.72% | 29.33%-13.6pp | 31.58%-15.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $8,137 | $3,846+111.6% | $3,594+126.4% | $4,379+85.8% |
| Participant deferral / active EE | $11,142 | $8,719+27.8% | $8,309+34.1% | $6,730+65.6% |
| Admin fee / account holder | $73 | $12,943-99.4% | $11,609-99.4% | $14,365-99.5% |