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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,540 | $147,556-46.8% | $129,031-39.1% | $198,609-60.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.98% | 37.41%-21.4pp | 34.67%-18.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $5,992 | $3,645+64.4% | $3,226+85.7% | $5,055+18.5% |
| Participant deferral / active EE | $3,725 | $5,760-35.3% | $5,217-28.6% | $6,977-46.6% |
| Admin fee / account holder | $172 | $15,467-98.9% | $13,208-98.7% | $19,030-99.1% |