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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,527 | $77,908-13.3% | $149,696-54.9% | $75,173-10.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.03% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $4,000 | $3,138+27.5% | $4,821-17.0% | $2,671+49.8% |
| Participant deferral / active EE | $5,030 | $3,411+47.4% | $5,682-11.5% | $4,126+21.9% |
| Admin fee / account holder | $152 | $5,950-97.5% | $13,212-98.9% | $5,651-97.3% |