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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,483 | $115,903-56.4% | $100,528-49.8% | $158,966-68.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.08% | 34.80%-25.7pp | 30.90%-21.8pp | 302.95%-293.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,415 | $6,677-63.8% | $6,271-61.5% | $5,983-59.6% |
| Admin fee / account holder | $8 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |