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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,628 | $115,917-49.4% | $100,535-41.7% | $158,982-63.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.66% | 34.80%-16.1pp | 30.90%-12.2pp | 302.99%-284.3pp |
| Employer contribution / active EE | $2,066 | $4,105-49.7% | $3,419-39.6% | $4,763-56.6% |
| Participant deferral / active EE | $7,324 | $6,677+9.7% | $6,271+16.8% | $5,983+22.4% |
| Admin fee / account holder | $24 | $11,002-99.8% | $8,085-99.7% | $11,252-99.8% |