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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,932 | $115,903-51.7% | $100,528-44.4% | $158,966-64.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.64% | 34.80%-14.2pp | 30.90%-10.3pp | 302.95%-282.3pp |
| Employer contribution / active EE | $1,972 | $4,105-52.0% | $3,419-42.3% | $4,762-58.6% |
| Participant deferral / active EE | $3,204 | $6,677-52.0% | $6,271-48.9% | $5,983-46.4% |
| Admin fee / account holder | $234 | $11,000-97.9% | $8,084-97.1% | $11,250-97.9% |