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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,979 | $112,729-47.7% | $98,716-40.3% | $137,256-57.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.14% | 38.48%-25.3pp | 31.81%-18.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $14,583 | $2,725+435.1% | $2,279+540.0% | $4,156+250.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |