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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,742 | $106,280-48.5% | $96,538-43.3% | $139,487-60.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.30% | 38.48%-8.2pp | 35.74%-5.4pp | 373.84%-343.5pp |
| Employer contribution / active EE | $3,322 | $4,107-19.1% | $3,740-11.2% | $4,755-30.1% |
| Participant deferral / active EE | $8,417 | $5,457+54.3% | $4,880+72.5% | $6,713+25.4% |
| Admin fee / account holder | $77 | $7,888-99.0% | $6,737-98.9% | $11,407-99.3% |