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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,595 | $97,765-21.7% | $103,486-26.0% | $145,884-47.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.67% | 25.44%-7.8pp | 23.93%-6.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $11,372 | $4,687+142.6% | $4,679+143.0% | $4,662+143.9% |
| Participant deferral / active EE | $9,646 | $6,606+46.0% | $6,628+45.5% | $6,690+44.2% |
| Admin fee / account holder | $30 | $12,505-99.8% | $9,354-99.7% | $13,392-99.8% |