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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,557 | $118,496-44.7% | $98,461-33.4% | $139,466-53.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.66% | 18.96%-1.3pp | 21.17%-3.5pp | 373.66%-356.0pp |
| Employer contribution / active EE | $5,409 | $3,611+49.8% | $3,049+77.4% | $4,754+13.8% |
| Participant deferral / active EE | $3,948 | $5,393-26.8% | $4,738-16.7% | $6,712-41.2% |
| Admin fee / account holder | $147 | $14,056-99.0% | $8,961-98.4% | $11,409-98.7% |