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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,967 | $110,212-42.9% | $96,534-34.8% | $139,466-54.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.14% | 26.42%-4.3pp | 25.88%-3.7pp | 373.66%-351.5pp |
| Employer contribution / active EE | $5,479 | $3,620+51.4% | $2,965+84.8% | $4,754+15.3% |
| Participant deferral / active EE | $3,159 | $5,547-43.1% | $4,851-34.9% | $6,712-52.9% |
| Admin fee / account holder | $18 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |