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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,487 | $106,247-42.1% | $96,515-36.3% | $139,466-55.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.92% | 38.47%-25.5pp | 35.73%-22.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,995 | $4,106-27.1% | $3,740-19.9% | $4,754-37.0% |
| Participant deferral / active EE | $4,896 | $5,456-10.2% | $4,880+0.3% | $6,712-27.0% |
| Admin fee / account holder | $237 | $7,885-97.0% | $6,735-96.5% | $11,409-97.9% |