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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,474 | $55,457+21.7% | $77,361-12.8% | $94,015-28.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.40% | 15.57%-3.2pp | 1011.54%-999.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,544 | $2,255-31.5% | $2,990-48.4% | $2,790-44.7% |
| Participant deferral / active EE | $3,164 | $3,069+3.1% | $3,911-19.1% | $4,249-25.5% |
| Admin fee / account holder | $264 | $4,334-93.9% | $5,894-95.5% | $8,951-97.1% |