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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,590 | $117,895-30.8% | $102,460-20.4% | $145,897-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 31.92%-22.4pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $11,625 | $3,619+221.2% | $3,025+284.3% | $4,663+149.3% |
| Participant deferral / active EE | $11,686 | $5,736+103.7% | $5,056+131.1% | $6,689+74.7% |
| Admin fee / account holder | $172 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |