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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,315 | $111,535-40.5% | $105,223-37.0% | $137,256-51.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.60% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,205 | $3,939+32.1% | $3,689+41.1% | $4,156+25.2% |
| Participant deferral / active EE | $3,033 | $5,500-44.8% | $5,072-40.2% | $6,407-52.7% |
| Admin fee / account holder | $4 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |