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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,094 | $139,948-52.8% | $121,663-45.7% | $154,746-57.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.34% | 230.52%-212.2pp | 147.54%-129.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,086 | $3,521-40.8% | $3,020-30.9% | $4,379-52.4% |
| Participant deferral / active EE | $4,939 | $5,629-12.2% | $4,887+1.1% | $6,730-26.6% |
| Admin fee / account holder | $130 | $17,321-99.3% | $14,289-99.1% | $14,365-99.1% |