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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,135 | $114,013-50.8% | $103,693-45.9% | $155,188-63.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.04% | 49.31%-29.3pp | 47.61%-27.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,730 | $3,131-12.8% | $2,920-6.5% | $4,248-35.7% |
| Participant deferral / active EE | $10,002 | $4,970+101.3% | $4,579+118.4% | $6,531+53.1% |
| Admin fee / account holder | $284 | $8,407-96.6% | $7,858-96.4% | $14,480-98.0% |