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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,590 | $117,829-30.8% | $102,423-20.3% | $145,877-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 31.83%-22.3pp | 29.42%-19.9pp | 551.28%-541.7pp |
| Employer contribution / active EE | $11,625 | $3,615+221.6% | $3,023+284.6% | $4,663+149.3% |
| Participant deferral / active EE | $11,686 | $5,732+103.9% | $5,054+131.2% | $6,691+74.7% |
| Admin fee / account holder | $172 | $13,335-98.7% | $9,455-98.2% | $13,402-98.7% |