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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,613 | $85,171-24.1% | $172,753-62.6% | $72,976-11.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.10% | 27.32%-8.2pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $2,630 | $3,324-20.9% | $5,144-48.9% | $2,440+7.8% |
| Participant deferral / active EE | $2,410 | $3,260-26.1% | $5,198-53.6% | $3,608-33.2% |
| Admin fee / account holder | $28 | $5,880-99.5% | $13,956-99.8% | $5,124-99.4% |