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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,348 | $124,330-55.5% | $109,173-49.3% | $167,536-67.0% |
| Participation rate | 92.9% | 79.5%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 11.57% | 26.04%-14.5pp | 25.75%-14.2pp | 478.82%-467.2pp |
| Employer contribution / active EE | $7,123 | $4,209+69.2% | $3,723+91.3% | $4,839+47.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $266 | $7,974-96.7% | $6,755-96.1% | $12,315-97.8% |