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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,850 | $107,809-41.7% | $97,032-35.2% | $155,188-59.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 29.11% | 38.06%-9.0pp | 35.38%-6.3pp | 148.84%-119.7pp |
| Employer contribution / active EE | $5,332 | $2,911+83.2% | $2,629+102.8% | $4,248+25.5% |
| Participant deferral / active EE | $32,875 | $5,129+540.9% | $4,672+603.6% | $6,531+403.4% |
| Admin fee / account holder | $190 | $10,717-98.2% | $9,418-98.0% | $14,480-98.7% |