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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,900 | $124,425-52.7% | $112,040-47.4% | $137,256-57.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.54% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,348 | $3,411+115.4% | $2,954+148.7% | $4,156+76.8% |
| Participant deferral / active EE | $4,440 | $5,718-22.4% | $5,098-12.9% | $6,407-30.7% |
| Admin fee / account holder | $285 | $15,207-98.1% | $12,098-97.6% | $12,270-97.7% |