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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,285 | $97,020-31.7% | $83,327-20.5% | $135,380-51.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 27.46% | 12.31%+15.2pp | 10.64%+16.8pp | 519.81%-492.3pp |
| Employer contribution / active EE | $3,243 | $4,144-21.7% | $3,379-4.0% | $4,779-32.1% |
| Participant deferral / active EE | $5,047 | $5,964-15.4% | $5,565-9.3% | $5,609-10.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |