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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,207 | $61,356+3.0% | $149,696-57.8% | $71,511-11.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.25% | 35.86%-19.6pp | 134.46%-118.2pp | 28.86%-12.6pp |
| Employer contribution / active EE | $2,496 | $2,382+4.8% | $4,821-48.2% | $2,589-3.6% |
| Participant deferral / active EE | $4,566 | $2,920+56.4% | $5,682-19.6% | $4,291+6.4% |
| Admin fee / account holder | $64 | $1,263-94.9% | $13,212-99.5% | $1,588-95.9% |