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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,011 | $114,013-48.2% | $103,693-43.1% | $155,188-62.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.16% | 49.31%-28.2pp | 47.61%-26.5pp | 148.84%-127.7pp |
| Employer contribution / active EE | $5,972 | $3,131+90.7% | $2,920+104.5% | $4,248+40.6% |
| Participant deferral / active EE | $9,138 | $4,970+83.9% | $4,579+99.6% | $6,531+39.9% |
| Admin fee / account holder | $275 | $8,407-96.7% | $7,858-96.5% | $14,480-98.1% |