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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,885 | $157,829-46.9% | $136,867-38.7% | $198,609-57.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.70% | 51.25%-33.5pp | 42.97%-25.3pp | 202.70%-185.0pp |
| Employer contribution / active EE | $22,395 | $3,923+470.9% | $3,547+531.4% | $5,055+343.0% |
| Participant deferral / active EE | $14,286 | $5,463+161.5% | $4,924+190.2% | $6,977+104.8% |
| Admin fee / account holder | $263 | $11,107-97.6% | $10,340-97.5% | $19,030-98.6% |