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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,862 | $114,013-51.0% | $103,693-46.1% | $155,188-64.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.87% | 49.31%-34.4pp | 47.61%-32.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,120 | $3,131-32.3% | $2,920-27.4% | $4,248-50.1% |
| Participant deferral / active EE | $2,423 | $4,970-51.2% | $4,579-47.1% | $6,531-62.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |