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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,401 | $110,278-44.3% | $95,740-35.9% | $139,466-56.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.67% | 27.19%-18.5pp | 28.41%-19.7pp | 373.66%-365.0pp |
| Employer contribution / active EE | $9,000 | $3,260+176.0% | $2,836+217.3% | $4,754+89.3% |
| Participant deferral / active EE | $20,400 | $4,674+336.4% | $4,244+380.7% | $6,712+203.9% |
| Admin fee / account holder | $130 | $6,613-98.0% | $5,676-97.7% | $11,409-98.9% |