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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,623 | $111,814-47.6% | $103,378-43.3% | $145,978-59.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,600 | $4,215-14.6% | $3,870-7.0% | $4,662-22.8% |
| Participant deferral / active EE | $9,447 | $5,618+68.2% | $5,058+86.8% | $6,690+41.2% |
| Admin fee / account holder | $260 | $9,764-97.3% | $8,401-96.9% | $13,400-98.1% |