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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,071 | $149,778-66.6% | $118,946-57.9% | $158,950-68.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.56% | 19.95%-0.4pp | 35.89%-16.3pp | 302.91%-283.4pp |
| Employer contribution / active EE | $2,657 | $4,117-35.5% | $3,263-18.6% | $4,762-44.2% |
| Participant deferral / active EE | $5,438 | $5,225+4.1% | $4,266+27.5% | $5,983-9.1% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |