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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,049 | $103,393-27.4% | $87,103-13.8% | $152,909-50.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.58% | 28.10%-5.5pp | 28.19%-5.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $8,733 | $3,221+171.1% | $2,521+246.4% | $4,764+83.3% |
| Participant deferral / active EE | $4,285 | $4,778-10.3% | $4,049+5.8% | $5,851-26.8% |
| Admin fee / account holder | $28 | $12,195-99.8% | $7,491-99.6% | $11,601-99.8% |