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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,434 | $174,018-59.0% | $136,833-47.8% | $198,609-64.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 21.44% | 35.16%-13.7pp | 35.32%-13.9pp | 202.70%-181.3pp |
| Employer contribution / active EE | $3,020 | $1,571+92.2% | $1,319+129.0% | $5,055-40.3% |
| Participant deferral / active EE | $19,367 | $2,873+574.0% | $2,441+693.4% | $6,977+177.6% |
| Admin fee / account holder | $143 | $5,434-97.4% | $4,706-97.0% | $19,030-99.3% |