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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,518 | $93,346-35.2% | $71,796-15.7% | $273,972-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.47% | 130.39%-124.9pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $6,194 | $2,733+126.6% | $1,924+221.9% | $4,869+27.2% |
| Participant deferral / active EE | $4,234 | $3,475+21.8% | $2,794+51.5% | $5,287-19.9% |
| Admin fee / account holder | $2 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |