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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,117 | $124,980-51.9% | $108,359-44.5% | $154,746-61.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.43% | 45.00%-36.6pp | 36.89%-28.5pp | 172.34%-163.9pp |
| Employer contribution / active EE | $8,738 | $2,851+206.5% | $2,399+264.1% | $4,379+99.5% |
| Participant deferral / active EE | $3,855 | $4,743-18.7% | $4,137-6.8% | $6,730-42.7% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |