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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,956 | $90,486-32.6% | $78,676-22.5% | $273,972-77.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.46% | 75.62%-64.2pp | 62.19%-50.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,347 | $3,175-26.1% | $2,850-17.7% | $4,869-51.8% |
| Participant deferral / active EE | $5,222 | $3,901+33.9% | $3,517+48.5% | $5,287-1.2% |
| Admin fee / account holder | $120 | $5,263-97.7% | $4,510-97.3% | $10,133-98.8% |