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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,358 | $103,387-34.8% | $87,102-22.7% | $152,885-55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.82% | 28.10%-0.3pp | 28.19%-0.4pp | 345.39%-317.6pp |
| Employer contribution / active EE | $2,937 | $3,221-8.8% | $2,521+16.5% | $4,763-38.3% |
| Participant deferral / active EE | $11,392 | $4,778+138.4% | $4,048+181.4% | $5,851+94.7% |
| Admin fee / account holder | $182 | $12,193-98.5% | $7,491-97.6% | $11,598-98.4% |