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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,940 | $127,387-58.4% | $115,038-54.0% | $125,389-57.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.04% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,286 | $5,166-17.0% | $4,608-7.0% | $4,866-11.9% |
| Participant deferral / active EE | $5,963 | $6,423-7.2% | $6,026-1.1% | $5,352+11.4% |
| Admin fee / account holder | $150 | $9,516-98.4% | $8,175-98.2% | $9,541-98.4% |