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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,678 | $94,766-33.9% | $112,923-44.5% | $139,487-55.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 40.96%-23.5pp | 34.13%-16.7pp | 373.84%-356.4pp |
| Employer contribution / active EE | $8,200 | $4,636+76.9% | $4,570+79.4% | $4,755+72.5% |
| Participant deferral / active EE | $2,933 | $6,523-55.0% | $6,520-55.0% | $6,713-56.3% |
| Admin fee / account holder | $186 | $8,529-97.8% | $7,046-97.4% | $11,407-98.4% |