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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,843 | $110,240-23.0% | $96,544-12.1% | $139,487-39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.69% | 26.41%-7.7pp | 25.88%-7.2pp | 373.84%-355.2pp |
| Employer contribution / active EE | $3,884 | $3,622+7.2% | $2,966+30.9% | $4,755-18.3% |
| Participant deferral / active EE | $8,887 | $5,549+60.2% | $4,851+83.2% | $6,713+32.4% |
| Admin fee / account holder | $20 | $11,602-99.8% | $8,254-99.8% | $11,407-99.8% |