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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,528 | $116,203-37.6% | $93,621-22.5% | $152,909-52.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 9.35% | 35.96%-26.6pp | 32.76%-23.4pp | 345.46%-336.1pp |
| Employer contribution / active EE | $27,642 | $3,219+758.7% | $2,719+916.7% | $4,764+480.2% |
| Participant deferral / active EE | $9,999 | $4,605+117.2% | $4,070+145.7% | $5,851+70.9% |
| Admin fee / account holder | $111 | $10,751-99.0% | $7,890-98.6% | $11,601-99.0% |