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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,396 | $116,203-48.0% | $93,621-35.5% | $152,909-60.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.78% | 35.96%-13.2pp | 32.76%-10.0pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,745 | $3,219-14.7% | $2,719+1.0% | $4,764-42.4% |
| Participant deferral / active EE | $8,113 | $4,605+76.2% | $4,070+99.3% | $5,851+38.6% |
| Admin fee / account holder | $20 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |