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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,624 | $85,024-29.9% | $70,544-15.5% | $139,466-57.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.89% | 30.39%-12.5pp | 32.79%-14.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,954 | $3,912+1.1% | $2,976+32.9% | $4,754-16.8% |
| Participant deferral / active EE | $5,931 | $5,891+0.7% | $4,568+29.8% | $6,712-11.6% |
| Admin fee / account holder | $221 | $8,928-97.5% | $6,427-96.6% | $11,409-98.1% |