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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,207 | $110,212-29.0% | $96,534-19.0% | $139,466-43.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.86% | 26.42%-14.6pp | 25.88%-14.0pp | 373.66%-361.8pp |
| Employer contribution / active EE | $2,559 | $3,620-29.3% | $2,965-13.7% | $4,754-46.2% |
| Participant deferral / active EE | $8,839 | $5,547+59.3% | $4,851+82.2% | $6,712+31.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |