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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,266 | $113,338-30.1% | $94,993-16.6% | $147,586-46.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 20.80%-9.4pp | 27.14%-15.8pp | 578.59%-567.2pp |
| Employer contribution / active EE | $7,119 | $3,160+125.3% | $2,603+173.4% | $4,876+46.0% |
| Participant deferral / active EE | $3,837 | $3,777+1.6% | $3,317+15.7% | $5,439-29.5% |
| Admin fee / account holder | $71 | $6,063-98.8% | $4,960-98.6% | $10,886-99.3% |