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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,828 | $111,814-28.6% | $103,378-22.8% | $145,978-45.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 24.80%-14.6pp | 24.91%-14.7pp | 550.52%-540.3pp |
| Employer contribution / active EE | $14,920 | $4,215+254.0% | $3,870+285.5% | $4,662+220.0% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,690+243.8% |
| Admin fee / account holder | $20 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |