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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,660 | $147,167-47.2% | $111,392-30.3% | $135,379-42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 14.29% | -4.44%+18.7pp | -2.06%+16.4pp | 519.79%-505.5pp |
| Employer contribution / active EE | $12,150 | $5,204+133.5% | $4,328+180.7% | $4,779+154.2% |
| Participant deferral / active EE | $14,256 | $6,565+117.2% | $5,567+156.1% | $5,609+154.2% |
| Admin fee / account holder | $256 | $20,270-98.7% | $12,266-97.9% | $10,828-97.6% |