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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,510 | $110,410-28.9% | $102,437-23.4% | $145,897-46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.62% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $8,227 | $4,217+95.1% | $3,871+112.5% | $4,663+76.4% |
| Participant deferral / active EE | $18,596 | $5,622+230.8% | $5,060+267.5% | $6,689+178.0% |
| Admin fee / account holder | $270 | $9,745-97.2% | $8,388-96.8% | $13,390-98.0% |