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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,923 | $100,970-28.8% | $96,576-25.5% | $137,256-47.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.95% | 38.16%-25.2pp | 38.47%-25.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $16,801 | $3,809+341.1% | $3,553+372.8% | $4,156+304.2% |
| Participant deferral / active EE | $16,317 | $8,286+96.9% | $7,956+105.1% | $6,407+154.7% |
| Admin fee / account holder | $60 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |