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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,930 | $147,556-45.2% | $129,031-37.3% | $198,609-59.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.90% | 37.41%-20.5pp | 34.67%-17.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,894 | $3,645-48.0% | $3,226-41.3% | $5,055-62.5% |
| Participant deferral / active EE | $11,361 | $5,760+97.3% | $5,217+117.8% | $6,977+62.8% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |