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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,276 | $168,635-49.4% | $147,617-42.2% | $125,389-32.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.08% | 77.65%-76.6pp | 61.98%-60.9pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,000 | $6,252-52.0% | $5,564-46.1% | $4,866-38.3% |
| Participant deferral / active EE | $6,857 | $5,507+24.5% | $4,895+40.1% | $5,352+28.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |