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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,741 | $77,908-28.5% | $149,696-62.8% | $75,173-25.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.08% | 31.73%-15.6pp | 134.46%-118.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,767 | $3,138+20.1% | $4,821-21.9% | $2,671+41.0% |
| Participant deferral / active EE | $3,265 | $3,411-4.3% | $5,682-42.5% | $4,126-20.9% |
| Admin fee / account holder | $141 | $5,950-97.6% | $13,212-98.9% | $5,651-97.5% |