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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,782 | $138,312-51.7% | $122,979-45.7% | $155,188-57.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.86% | 22.06%-13.2pp | 20.12%-11.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $8,327 | $3,530+135.9% | $3,062+171.9% | $4,248+96.0% |
| Participant deferral / active EE | $2,499 | $5,592-55.3% | $5,003-50.0% | $6,531-61.7% |
| Admin fee / account holder | $87 | $15,089-99.4% | $12,864-99.3% | $14,480-99.4% |