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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,503 | $211,224-71.8% | $178,505-66.7% | $145,897-59.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.10% | 30.28%-13.2pp | 27.16%-10.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,878 | $4,577-37.1% | $3,955-27.2% | $4,663-38.3% |
| Participant deferral / active EE | $2,478 | $6,966-64.4% | $6,280-60.5% | $6,689-63.0% |
| Admin fee / account holder | $20 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |