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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,375 | $118,488-41.4% | $98,462-29.5% | $139,487-50.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 18.96%-1.2pp | 21.17%-3.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $7,711 | $3,611+113.6% | $3,049+152.9% | $4,755+62.2% |
| Participant deferral / active EE | $6,034 | $5,393+11.9% | $4,738+27.3% | $6,713-10.1% |
| Admin fee / account holder | $64 | $13,868-99.5% | $8,875-99.3% | $11,407-99.4% |