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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,403 | $48,364+18.7% | $71,796-20.0% | $62,881-8.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.72% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,033 | $1,042+287.1% | $1,924+109.6% | $2,281+76.8% |
| Participant deferral / active EE | $2,324 | $2,091+11.1% | $2,794-16.8% | $3,203-27.4% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |