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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,394 | $85,024-13.7% | $70,544+4.0% | $139,466-47.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.75% | 30.39%-13.6pp | 32.79%-16.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $7,222 | $3,912+84.6% | $2,976+142.7% | $4,754+51.9% |
| Participant deferral / active EE | $6,095 | $5,891+3.5% | $4,568+33.4% | $6,712-9.2% |
| Admin fee / account holder | $18 | $8,928-99.8% | $6,427-99.7% | $11,409-99.8% |