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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,151 | $110,307-33.7% | $96,576-24.3% | $139,456-47.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.14% | 26.40%-8.3pp | 25.87%-7.7pp | 373.45%-355.3pp |
| Employer contribution / active EE | $3,047 | $3,619-15.8% | $2,965+2.8% | $4,753-35.9% |
| Participant deferral / active EE | $3,448 | $5,547-37.8% | $4,851-28.9% | $6,711-48.6% |
| Admin fee / account holder | $20 | $11,597-99.8% | $8,253-99.8% | $11,407-99.8% |