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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,588 | $111,814-33.3% | $103,378-27.8% | $145,978-48.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.92% | 24.80%-12.9pp | 24.91%-13.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,040 | $4,215-51.6% | $3,870-47.3% | $4,662-56.2% |
| Participant deferral / active EE | $11,914 | $5,618+112.1% | $5,058+135.6% | $6,690+78.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |