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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,287 | $110,410-45.4% | $102,437-41.1% | $145,897-58.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.62% | 24.85%-6.2pp | 24.95%-6.3pp | 552.29%-533.7pp |
| Employer contribution / active EE | $16,729 | $4,217+296.7% | $3,871+332.2% | $4,663+258.8% |
| Participant deferral / active EE | $13,810 | $5,622+145.7% | $5,060+172.9% | $6,689+106.4% |
| Admin fee / account holder | $164 | $9,745-98.3% | $8,388-98.1% | $13,390-98.8% |