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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,798 | $161,352-54.3% | $134,172-45.0% | $137,256-46.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 21.96% | 28.72%-6.8pp | 25.30%-3.3pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,044 | $4,099-74.5% | $3,420-69.5% | $4,156-74.9% |
| Participant deferral / active EE | $11,284 | $5,552+103.2% | $4,690+140.6% | $6,407+76.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |