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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,295 | $127,273-44.0% | $109,895-35.1% | $167,518-57.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.75% | 22.97%-15.2pp | 29.46%-21.7pp | 478.71%-471.0pp |
| Employer contribution / active EE | $6,956 | $3,324+109.3% | $2,843+144.6% | $4,838+43.8% |
| Participant deferral / active EE | $5,153 | $4,515+14.1% | $4,049+27.3% | $6,342-18.7% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |