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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,145 | $201,344-70.1% | $184,243-67.4% | $145,877-58.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.06% | 29.01%-9.0pp | 28.82%-8.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $3,328 | $7,022-52.6% | $6,427-48.2% | $4,663-28.6% |
| Participant deferral / active EE | $5,430 | $9,807-44.6% | $9,132-40.5% | $6,691-18.8% |
| Admin fee / account holder | $15 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |