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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,567 | $117,859-28.2% | $102,438-17.4% | $145,959-42.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.01% | 31.72%-16.7pp | 29.37%-14.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $4,803 | $3,615+32.9% | $3,024+58.9% | $4,661+3.1% |
| Participant deferral / active EE | $12,520 | $5,732+118.4% | $5,054+147.7% | $6,689+87.2% |
| Admin fee / account holder | $166 | $13,318-98.8% | $9,448-98.2% | $13,398-98.8% |