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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,782 | $167,415-60.1% | $140,514-52.5% | $198,609-66.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 8.86% | 13.85%-5.0pp | 14.36%-5.5pp | 202.70%-193.8pp |
| Employer contribution / active EE | $8,327 | $4,088+103.7% | $3,378+146.5% | $5,055+64.7% |
| Participant deferral / active EE | $2,499 | $5,579-55.2% | $4,919-49.2% | $6,977-64.2% |
| Admin fee / account holder | $87 | $16,730-99.5% | $13,697-99.4% | $19,030-99.5% |