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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,131 | $135,956-41.8% | $123,894-36.1% | $273,972-71.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.76% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $15,304 | $5,170+196.0% | $4,617+231.5% | $4,869+214.3% |
| Participant deferral / active EE | $10,763 | $6,343+69.7% | $5,984+79.9% | $5,287+103.6% |
| Admin fee / account holder | $137 | $9,817-98.6% | $8,357-98.4% | $10,133-98.6% |