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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,283 | $84,236-24.9% | $170,435-62.9% | $70,126-9.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.54% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $3,076 | $3,387-9.2% | $5,432-43.4% | $2,343+31.3% |
| Participant deferral / active EE | $4,168 | $3,086+35.1% | $4,939-15.6% | $3,332+25.1% |
| Admin fee / account holder | $272 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |