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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,710 | $111,535-44.7% | $105,223-41.4% | $137,256-55.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.53% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,496 | $3,939-62.0% | $3,689-59.4% | $4,156-64.0% |
| Participant deferral / active EE | $6,121 | $5,500+11.3% | $5,072+20.7% | $6,407-4.5% |
| Admin fee / account holder | $136 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |