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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,091 | $124,330-46.0% | $109,173-38.5% | $167,536-60.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.77% | 26.04%-12.3pp | 25.75%-12.0pp | 478.82%-465.0pp |
| Employer contribution / active EE | $2,374 | $4,209-43.6% | $3,723-36.2% | $4,839-51.0% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $64 | $7,974-99.2% | $6,755-99.1% | $12,315-99.5% |