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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,068 | $211,239-62.1% | $178,528-55.2% | $145,877-45.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.89% | 30.22%-18.3pp | 27.11%-15.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $8,954 | $4,570+95.9% | $3,950+126.7% | $4,663+92.0% |
| Participant deferral / active EE | $6,609 | $6,963-5.1% | $6,278+5.3% | $6,691-1.2% |
| Admin fee / account holder | $11 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |