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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,224 | $93,346-30.1% | $71,796-9.2% | $273,972-76.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.03% | 130.39%-119.4pp | 78.04%-67.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,003 | $2,733-26.7% | $1,924+4.1% | $4,869-58.9% |
| Participant deferral / active EE | $10,697 | $3,475+207.8% | $2,794+282.8% | $5,287+102.3% |
| Admin fee / account holder | $133 | $6,571-98.0% | $4,815-97.2% | $10,133-98.7% |