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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,681 | $172,111-68.8% | $150,298-64.3% | $137,256-60.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.78% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,248 | $4,636-30.0% | $4,154-21.8% | $4,156-21.9% |
| Participant deferral / active EE | $4,429 | $6,166-28.2% | $5,453-18.8% | $6,407-30.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |