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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,845 | $92,219-5.8% | $76,766+13.1% | $135,382-35.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.98% | 5.46%+3.5pp | 2.43%+6.5pp | 519.77%-510.8pp |
| Employer contribution / active EE | $15,420 | $3,216+379.5% | $2,485+520.5% | $4,779+222.7% |
| Participant deferral / active EE | $1,510 | $4,508-66.5% | $3,851-60.8% | $5,609-73.1% |
| Admin fee / account holder | $115 | $10,749-98.9% | $6,675-98.3% | $10,829-98.9% |