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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,782 | $136,860-51.2% | $120,344-44.5% | $154,746-56.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 8.86% | 21.38%-12.5pp | 20.30%-11.4pp | 172.34%-163.5pp |
| Employer contribution / active EE | $8,327 | $3,533+135.7% | $3,020+175.7% | $4,379+90.2% |
| Participant deferral / active EE | $2,499 | $5,793-56.9% | $5,135-51.3% | $6,730-62.9% |
| Admin fee / account holder | $87 | $15,393-99.4% | $12,742-99.3% | $14,365-99.4% |