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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,137 | $85,766-34.5% | $136,298-58.8% | $70,126-19.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.34% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,500 | $2,966-15.7% | $4,696-46.8% | $2,343+6.7% |
| Participant deferral / active EE | $4,995 | $5,051-1.1% | $6,247-20.1% | $3,332+49.9% |
| Admin fee / account holder | $243 | $5,421-95.5% | $9,244-97.4% | $4,645-94.8% |