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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,068 | $115,903-54.2% | $100,528-47.2% | $158,966-66.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.32% | 34.80%-17.5pp | 30.90%-13.6pp | 302.95%-285.6pp |
| Employer contribution / active EE | $3,378 | $4,105-17.7% | $3,419-1.2% | $4,762-29.1% |
| Participant deferral / active EE | $9,316 | $6,677+39.5% | $6,271+48.6% | $5,983+55.7% |
| Admin fee / account holder | $113 | $11,000-99.0% | $8,084-98.6% | $11,250-99.0% |