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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,594 | $135,956-39.2% | $123,894-33.3% | $273,972-69.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.44% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $25,419 | $5,170+391.7% | $4,617+450.6% | $4,869+422.1% |
| Participant deferral / active EE | $16,000 | $6,343+152.3% | $5,984+167.4% | $5,287+202.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |