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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,503 | $53,837+16.1% | $75,714-17.4% | $85,847-27.2% |
| Participation rate | 91.1% | 69.1%+22.1pp | 74.8%+16.3pp | 69.3%+21.8pp |
| Annual return | 14.09% | 24.54%-10.5pp | 104.62%-90.5pp | 318.61%-304.5pp |
| Employer contribution / active EE | $2,293 | $2,017+13.7% | $2,744-16.4% | $2,565-10.6% |
| Participant deferral / active EE | $4,387 | $2,895+51.5% | $3,820+14.8% | $3,952+11.0% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |