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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,345 | $78,707-18.2% | $117,861-45.4% | $70,126-8.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.86% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,217 | $2,223+89.7% | $3,786+11.4% | $2,343+80.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $154 | $5,066-97.0% | $8,021-98.1% | $4,645-96.7% |