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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,490 | $69,274-4.0% | $64,097+3.7% | $139,487-52.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.13% | 46.00%-28.9pp | 33.75%-16.6pp | 373.84%-356.7pp |
| Employer contribution / active EE | $3,743 | $3,187+17.4% | $2,750+36.1% | $4,755-21.3% |
| Participant deferral / active EE | $13,963 | $4,685+198.0% | $3,881+259.7% | $6,713+108.0% |
| Admin fee / account holder | $209 | $4,247-95.1% | $3,070-93.2% | $11,407-98.2% |