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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,387 | $135,905-54.8% | $126,068-51.3% | $198,609-69.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 23.74% | 14.07%+9.7pp | 15.01%+8.7pp | 202.70%-179.0pp |
| Employer contribution / active EE | $3,458 | $4,245-18.5% | $3,968-12.9% | $5,055-31.6% |
| Participant deferral / active EE | $17,205 | $8,523+101.9% | $8,214+109.5% | $6,977+146.6% |
| Admin fee / account holder | $69 | $21,036-99.7% | $18,264-99.6% | $19,030-99.6% |