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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,699 | $112,729-39.1% | $98,716-30.4% | $137,256-49.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.10% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,723 | $2,725-36.8% | $2,279-24.4% | $4,156-58.5% |
| Participant deferral / active EE | $8,561 | $4,640+84.5% | $4,048+111.5% | $6,407+33.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |