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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,325 | $85,024-37.3% | $70,544-24.4% | $139,466-61.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.77% | 30.39%-15.6pp | 32.79%-18.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $4,200 | $3,912+7.4% | $2,976+41.1% | $4,754-11.7% |
| Participant deferral / active EE | $2,590 | $5,891-56.0% | $4,568-43.3% | $6,712-61.4% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |