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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,930 | $167,522-55.9% | $151,639-51.2% | $134,532-45.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.40% | 7.81%-8.2pp | 3.34%-3.7pp | 418.27%-418.7pp |
| Employer contribution / active EE | $9,778 | $6,828+43.2% | $6,165+58.6% | $4,741+106.2% |
| Participant deferral / active EE | $15,484 | $8,986+72.3% | $8,363+85.1% | $6,401+141.9% |
| Admin fee / account holder | $243 | $13,780-98.2% | $11,613-97.9% | $11,429-97.9% |