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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,923 | $107,666-33.2% | $102,184-29.6% | $154,746-53.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.95% | 29.33%-16.4pp | 31.58%-18.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $16,801 | $3,846+336.8% | $3,594+367.5% | $4,379+283.7% |
| Participant deferral / active EE | $16,317 | $8,719+87.1% | $8,309+96.4% | $6,730+142.4% |
| Admin fee / account holder | $60 | $12,943-99.5% | $11,609-99.5% | $14,365-99.6% |