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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,510 | $111,814-29.8% | $103,378-24.1% | $145,978-46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.62% | 24.80%-10.2pp | 24.91%-10.3pp | 550.52%-535.9pp |
| Employer contribution / active EE | $8,227 | $4,215+95.2% | $3,870+112.6% | $4,662+76.5% |
| Participant deferral / active EE | $18,596 | $5,618+231.0% | $5,058+267.7% | $6,690+178.0% |
| Admin fee / account holder | $270 | $9,764-97.2% | $8,401-96.8% | $13,400-98.0% |