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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,881 | $168,636-68.6% | $147,618-64.2% | $125,388-57.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.94% | 77.65%-75.7pp | 61.98%-60.0pp | 282.24%-280.3pp |
| Employer contribution / active EE | $4,146 | $6,252-33.7% | $5,565-25.5% | $4,866-14.8% |
| Participant deferral / active EE | $8,613 | $5,507+56.4% | $4,895+75.9% | $5,352+60.9% |
| Admin fee / account holder | $88 | $13,580-99.4% | $11,612-99.2% | $9,541-99.1% |