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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,669 | $105,929-42.7% | $81,926-25.9% | $158,950-61.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 24.25% | 38.19%-13.9pp | 29.49%-5.2pp | 302.91%-278.7pp |
| Employer contribution / active EE | $8,341 | $7,802+6.9% | $4,310+93.5% | $4,762+75.2% |
| Participant deferral / active EE | $6,486 | $13,007-50.1% | $7,108-8.7% | $5,983+8.4% |
| Admin fee / account holder | $215 | $8,492-97.5% | $5,159-95.8% | $11,248-98.1% |