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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,160 | $110,337-41.9% | $102,383-37.3% | $145,877-56.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.96% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $8,486 | $4,216+101.3% | $3,870+119.3% | $4,663+82.0% |
| Participant deferral / active EE | $10,635 | $5,621+89.2% | $5,060+110.2% | $6,691+59.0% |
| Admin fee / account holder | $265 | $9,750-97.3% | $8,391-96.8% | $13,402-98.0% |