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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,596 | $174,379-68.7% | $152,093-64.1% | $138,895-60.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.93% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,205 | $4,652-52.6% | $4,175-47.2% | $4,194-47.4% |
| Participant deferral / active EE | $6,434 | $6,159+4.5% | $5,451+18.0% | $6,396+0.6% |
| Admin fee / account holder | $241 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |