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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,955 | $77,638-20.2% | $156,551-60.4% | $62,881-1.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.27% | 50.33%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $3,413 | $3,444-0.9% | $5,501-38.0% | $2,281+49.6% |
| Participant deferral / active EE | $5,277 | $3,046+73.3% | $4,871+8.3% | $3,203+64.7% |
| Admin fee / account holder | $37 | $5,561-99.3% | $13,028-99.7% | $4,296-99.1% |