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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,397 | $77,416+6.4% | $69,464+18.6% | $152,897-46.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.38% | 39.08%-31.7pp | 28.98%-21.6pp | 345.43%-338.0pp |
| Employer contribution / active EE | $923 | $3,315-72.1% | $2,779-66.8% | $4,764-80.6% |
| Participant deferral / active EE | $5,629 | $4,413+27.5% | $3,536+59.2% | $5,851-3.8% |
| Admin fee / account holder | $100 | $6,208-98.4% | $3,840-97.4% | $11,599-99.1% |