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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,129 | $101,763-40.9% | $164,866-63.5% | $80,874-25.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.62% | 16.73%-6.1pp | 69.97%-59.4pp | 35.62%-25.0pp |
| Employer contribution / active EE | $4,228 | $2,954+43.1% | $4,343-2.6% | $2,756+53.4% |
| Participant deferral / active EE | $3,367 | $4,477-24.8% | $6,033-44.2% | $4,297-21.6% |
| Admin fee / account holder | $290 | $8,228-96.5% | $12,689-97.7% | $6,935-95.8% |