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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,286 | $62,672-5.4% | $185,117-68.0% | $70,126-15.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 16.19% | 40.79%-24.6pp | 40.50%-24.3pp | 73.15%-57.0pp |
| Employer contribution / active EE | $4,106 | $1,753+134.2% | $4,182-1.8% | $2,343+75.3% |
| Participant deferral / active EE | $4,207 | $3,272+28.6% | $5,045-16.6% | $3,332+26.3% |
| Admin fee / account holder | $282 | $3,932-92.8% | $8,159-96.5% | $4,645-93.9% |