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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,356 | $106,280-35.7% | $96,538-29.2% | $139,487-51.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.38% | 38.48%-12.1pp | 35.74%-9.4pp | 373.84%-347.5pp |
| Employer contribution / active EE | $23,872 | $4,107+481.2% | $3,740+538.3% | $4,755+402.1% |
| Participant deferral / active EE | $13,224 | $5,457+142.3% | $4,880+170.9% | $6,713+97.0% |
| Admin fee / account holder | $197 | $7,888-97.5% | $6,737-97.1% | $11,407-98.3% |