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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,713 | $147,556-61.6% | $129,031-56.0% | $198,609-71.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 19.64% | 37.41%-17.8pp | 34.67%-15.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $2,730 | $3,645-25.1% | $3,226-15.4% | $5,055-46.0% |
| Participant deferral / active EE | $11,379 | $5,760+97.6% | $5,217+118.1% | $6,977+63.1% |
| Admin fee / account holder | $69 | $15,467-99.6% | $13,208-99.5% | $19,030-99.6% |