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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,107 | $114,119-36.8% | $107,187-32.7% | $138,895-48.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.86% | 273.21%-259.3pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,494 | $4,059-63.2% | $3,782-60.5% | $4,194-64.4% |
| Participant deferral / active EE | $7,934 | $5,538+43.3% | $5,096+55.7% | $6,396+24.0% |
| Admin fee / account holder | $38 | $10,024-99.6% | $9,162-99.6% | $12,562-99.7% |