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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,612 | $84,236-18.5% | $170,435-59.7% | $70,126-2.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.32% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $4,556 | $3,387+34.5% | $5,432-16.1% | $2,343+94.5% |
| Participant deferral / active EE | $2,592 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $116 | $5,698-98.0% | $13,881-99.2% | $4,645-97.5% |