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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,245 | $106,236-39.5% | $96,496-33.4% | $139,427-53.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.83% | 38.43%-20.6pp | 35.70%-17.9pp | 373.27%-355.4pp |
| Employer contribution / active EE | $3,794 | $4,104-7.6% | $3,738+1.5% | $4,752-20.2% |
| Participant deferral / active EE | $5,393 | $5,455-1.1% | $4,879+10.5% | $6,711-19.6% |
| Admin fee / account holder | $5 | $7,879-99.9% | $6,731-99.9% | $11,404-100.0% |