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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,515 | $111,814-40.5% | $103,378-35.7% | $145,978-54.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 13.88% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $11,340 | $4,215+169.0% | $3,870+193.0% | $4,662+143.2% |
| Participant deferral / active EE | $9,641 | $5,618+71.6% | $5,058+90.6% | $6,690+44.1% |
| Admin fee / account holder | $14 | $9,764-99.9% | $8,401-99.8% | $13,400-99.9% |