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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,885 | $65,696-8.8% | $56,429+6.1% | $147,586-59.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 13.14% | 13.32%-0.2pp | 19.04%-5.9pp | 578.59%-565.5pp |
| Employer contribution / active EE | $4,733 | $4,121+14.8% | $3,405+39.0% | $4,876-2.9% |
| Participant deferral / active EE | $2,316 | $4,876-52.5% | $3,951-41.4% | $5,439-57.4% |
| Admin fee / account holder | $131 | $5,947-97.8% | $4,466-97.1% | $10,886-98.8% |