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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,947 | $110,379-30.3% | $102,412-24.9% | $145,884-47.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.28% | 24.84%-8.6pp | 24.94%-8.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,808 | $4,216-57.1% | $3,870-53.3% | $4,662-61.2% |
| Participant deferral / active EE | $11,505 | $5,622+104.7% | $5,060+127.4% | $6,690+72.0% |
| Admin fee / account holder | $133 | $9,745-98.6% | $8,388-98.4% | $13,392-99.0% |