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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,099 | $93,346-39.9% | $71,796-21.9% | $273,972-79.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.14% | 130.39%-123.2pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,423 | $2,733-47.9% | $1,924-26.0% | $4,869-70.8% |
| Participant deferral / active EE | $5,985 | $3,475+72.2% | $2,794+114.2% | $5,287+13.2% |
| Admin fee / account holder | $90 | $6,571-98.6% | $4,815-98.1% | $10,133-99.1% |