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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,750 | $211,239-68.9% | $178,528-63.2% | $145,877-54.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.50% | 30.22%-1.7pp | 27.11%+1.4pp | 551.28%-522.8pp |
| Employer contribution / active EE | $2,020 | $4,570-55.8% | $3,950-48.9% | $4,663-56.7% |
| Participant deferral / active EE | $3,303 | $6,963-52.6% | $6,278-47.4% | $6,691-50.6% |
| Admin fee / account holder | $246 | $12,095-98.0% | $10,419-97.6% | $13,402-98.2% |