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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,290 | $111,814-54.1% | $103,378-50.4% | $145,978-64.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 24.80%-14.9pp | 24.91%-15.0pp | 550.52%-540.6pp |
| Employer contribution / active EE | $4,302 | $4,215+2.1% | $3,870+11.1% | $4,662-7.7% |
| Participant deferral / active EE | $4,579 | $5,618-18.5% | $5,058-9.5% | $6,690-31.5% |
| Admin fee / account holder | $16 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |