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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,649 | $106,247-32.6% | $96,515-25.8% | $139,466-48.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.62% | 38.47%-19.8pp | 35.73%-17.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,395 | $4,106-17.3% | $3,740-9.2% | $4,754-28.6% |
| Participant deferral / active EE | $12,799 | $5,456+134.6% | $4,880+162.3% | $6,712+90.7% |
| Admin fee / account holder | $124 | $7,885-98.4% | $6,735-98.2% | $11,409-98.9% |