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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,214 | $124,425-42.0% | $112,040-35.5% | $137,256-47.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 33.70% | 24.72%+9.0pp | 24.52%+9.2pp | 220.34%-186.6pp |
| Employer contribution / active EE | $1,839 | $3,411-46.1% | $2,954-37.8% | $4,156-55.8% |
| Participant deferral / active EE | $16,639 | $5,718+191.0% | $5,098+226.4% | $6,407+159.7% |
| Admin fee / account holder | $142 | $15,207-99.1% | $12,098-98.8% | $12,270-98.8% |