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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,349 | $110,307-44.4% | $96,576-36.5% | $139,456-56.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.60% | 26.40%-14.8pp | 25.87%-14.3pp | 373.45%-361.8pp |
| Employer contribution / active EE | $3,242 | $3,619-10.4% | $2,965+9.3% | $4,753-31.8% |
| Participant deferral / active EE | $4,500 | $5,547-18.9% | $4,851-7.2% | $6,711-32.9% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |