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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,096 | $106,267-42.5% | $96,520-36.7% | $139,456-56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.72% | 38.45%-19.7pp | 35.72%-17.0pp | 373.45%-354.7pp |
| Employer contribution / active EE | $2,563 | $4,105-37.6% | $3,739-31.4% | $4,753-46.1% |
| Participant deferral / active EE | $7,934 | $5,454+45.5% | $4,879+62.6% | $6,711+18.2% |
| Admin fee / account holder | $20 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |