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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,649 | $108,212-21.8% | $77,513+9.2% | $158,966-46.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.14% | 31.67%-18.5pp | 54.81%-41.7pp | 302.95%-289.8pp |
| Employer contribution / active EE | $3,571 | $1,325+169.5% | $987+262.0% | $4,762-25.0% |
| Participant deferral / active EE | $4,155 | $2,455+69.2% | $1,861+123.3% | $5,983-30.5% |
| Admin fee / account holder | $33 | $3,709-99.1% | $2,859-98.9% | $11,250-99.7% |