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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,667 | $124,351-51.2% | $109,188-44.4% | $167,553-63.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.24% | 26.04%-11.8pp | 25.76%-11.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $2,860 | $4,210-32.1% | $3,723-23.2% | $4,840-40.9% |
| Participant deferral / active EE | $9,180 | $5,257+74.6% | $4,654+97.3% | $6,343+44.7% |
| Admin fee / account holder | $292 | $7,975-96.3% | $6,755-95.7% | $12,316-97.6% |