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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,610 | $96,508-27.9% | $75,901-8.3% | $152,897-54.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.04% | 33.99%-13.9pp | 30.76%-10.7pp | 345.43%-325.4pp |
| Employer contribution / active EE | $3,044 | $3,310-8.0% | $2,501+21.7% | $4,764-36.1% |
| Participant deferral / active EE | $1,465 | $4,554-67.8% | $3,603-59.4% | $5,851-75.0% |
| Admin fee / account holder | $20 | $8,081-99.8% | $5,420-99.6% | $11,599-99.8% |