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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,846 | $91,179-16.8% | $178,499-57.5% | $79,852-5.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.05% | 24.19%-8.1pp | 151.10%-135.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $4,365 | $3,256+34.1% | $5,011-12.9% | $2,471+76.6% |
| Participant deferral / active EE | $2,907 | $3,236-10.2% | $5,202-44.1% | $3,740-22.3% |
| Admin fee / account holder | $67 | $6,749-99.0% | $13,986-99.5% | $5,306-98.7% |