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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,700 | $127,387-42.1% | $115,038-35.9% | $125,389-41.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.73% | 31.28%-30.5pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $9,564 | $5,166+85.1% | $4,608+107.6% | $4,866+96.5% |
| Participant deferral / active EE | $6,841 | $6,423+6.5% | $6,026+13.5% | $5,352+27.8% |
| Admin fee / account holder | $244 | $9,516-97.4% | $8,175-97.0% | $9,541-97.4% |