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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,794 | $90,486-43.9% | $78,676-35.4% | $273,972-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.65% | 75.62%-63.0pp | 62.19%-49.5pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,640 | $3,175-16.9% | $2,850-7.4% | $4,869-45.8% |
| Participant deferral / active EE | $14,520 | $3,901+272.2% | $3,517+312.9% | $5,287+174.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |