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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,713 | $108,882-47.9% | $96,754-41.4% | $154,746-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.64% | 98.39%-78.7pp | 82.04%-62.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,730 | $3,018-9.6% | $2,679+1.9% | $4,379-37.7% |
| Participant deferral / active EE | $11,379 | $5,323+113.8% | $4,758+139.2% | $6,730+69.1% |
| Admin fee / account holder | $69 | $10,200-99.3% | $8,905-99.2% | $14,365-99.5% |