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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,116 | $77,908-12.6% | $149,696-54.5% | $75,173-9.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.10% | 31.73%-13.6pp | 134.46%-116.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $4,266 | $3,138+36.0% | $4,821-11.5% | $2,671+59.7% |
| Participant deferral / active EE | $4,453 | $3,411+30.5% | $5,682-21.6% | $4,126+7.9% |
| Admin fee / account holder | $135 | $5,950-97.7% | $13,212-99.0% | $5,651-97.6% |