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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,691 | $110,240-41.3% | $96,544-33.0% | $139,487-53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.46% | 26.41%-4.0pp | 25.88%-3.4pp | 373.84%-351.4pp |
| Employer contribution / active EE | $18,892 | $3,622+421.5% | $2,966+536.9% | $4,755+297.3% |
| Participant deferral / active EE | $11,281 | $5,549+103.3% | $4,851+132.5% | $6,713+68.1% |
| Admin fee / account holder | $253 | $11,602-97.8% | $8,254-96.9% | $11,407-97.8% |