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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,552 | $107,809-29.9% | $97,032-22.1% | $155,188-51.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 7.59% | 38.06%-30.5pp | 35.38%-27.8pp | 148.84%-141.2pp |
| Employer contribution / active EE | $6,200 | $2,911+113.0% | $2,629+135.8% | $4,248+46.0% |
| Participant deferral / active EE | $22,510 | $5,129+338.8% | $4,672+381.8% | $6,531+244.7% |
| Admin fee / account holder | $182 | $10,717-98.3% | $9,418-98.1% | $14,480-98.7% |