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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,392 | $78,705-16.9% | $117,857-44.5% | $70,131-6.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.84% | 23.30%-6.5pp | 335.09%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,478 | $2,223+56.4% | $3,786-8.1% | $2,342+48.5% |
| Participant deferral / active EE | $5,303 | $3,297+60.8% | $4,482+18.3% | $3,332+59.2% |
| Admin fee / account holder | $81 | $5,065-98.4% | $8,020-99.0% | $4,645-98.3% |