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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,214 | $167,415-56.9% | $140,514-48.6% | $198,609-63.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 33.70% | 13.85%+19.8pp | 14.36%+19.3pp | 202.70%-169.0pp |
| Employer contribution / active EE | $1,839 | $4,088-55.0% | $3,378-45.6% | $5,055-63.6% |
| Participant deferral / active EE | $16,639 | $5,579+198.2% | $4,919+238.3% | $6,977+138.5% |
| Admin fee / account holder | $142 | $16,730-99.2% | $13,697-99.0% | $19,030-99.3% |