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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,185 | $103,393-39.9% | $87,103-28.6% | $152,909-59.3% |
| Participation rate | 95.2% | 79.4%+15.9pp | 76.9%+18.4pp | 82.5%+12.8pp |
| Annual return | 21.81% | 28.10%-6.3pp | 28.19%-6.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,812 | $3,221-43.7% | $2,521-28.1% | $4,764-62.0% |
| Participant deferral / active EE | $3,899 | $4,778-18.4% | $4,049-3.7% | $5,851-33.4% |
| Admin fee / account holder | $25 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |