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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,376 | $98,240-24.3% | $82,312-9.6% | $147,586-49.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.85% | 30.85%-16.0pp | 25.88%-11.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,166 | $3,192+61.9% | $2,428+112.7% | $4,876+5.9% |
| Participant deferral / active EE | $3,477 | $4,383-20.7% | $3,706-6.2% | $5,439-36.1% |
| Admin fee / account holder | $273 | $8,563-96.8% | $5,608-95.1% | $10,886-97.5% |