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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,135 | $140,578-43.7% | $100,671-21.4% | $125,389-36.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 6.52% | 24.67%-18.2pp | 20.43%-13.9pp | 282.24%-275.7pp |
| Employer contribution / active EE | $21,067 | $5,965+253.2% | $4,012+425.1% | $4,866+332.9% |
| Participant deferral / active EE | $7,200 | $3,981+80.8% | $3,144+129.0% | $5,352+34.5% |
| Admin fee / account holder | $11 | $6,716-99.8% | $4,850-99.8% | $9,541-99.9% |