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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,567 | $117,846-28.2% | $102,434-17.4% | $145,884-42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.01% | 31.90%-16.9pp | 29.46%-14.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,803 | $3,615+32.9% | $3,023+58.9% | $4,662+3.0% |
| Participant deferral / active EE | $12,520 | $5,733+118.4% | $5,055+147.7% | $6,690+87.1% |
| Admin fee / account holder | $166 | $13,356-98.8% | $9,462-98.2% | $13,392-98.8% |