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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,923 | $228,352-69.8% | $185,827-62.9% | $158,950-56.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.53% | 40.81%-17.3pp | 35.96%-12.4pp | 302.91%-279.4pp |
| Employer contribution / active EE | $9,320 | $4,967+87.6% | $4,087+128.0% | $4,762+95.7% |
| Participant deferral / active EE | $12,345 | $6,416+92.4% | $5,633+119.2% | $5,983+106.4% |
| Admin fee / account holder | $108 | $11,867-99.1% | $9,502-98.9% | $11,248-99.0% |