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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,636 | $89,364-37.7% | $141,177-60.6% | $72,983-23.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 34.02% | 111.86%-77.8pp | 71.40%-37.4pp | 81.01%-47.0pp |
| Employer contribution / active EE | $4,929 | $3,115+58.2% | $4,736+4.1% | $2,440+102.0% |
| Participant deferral / active EE | $6,023 | $5,419+11.2% | $6,710-10.2% | $3,608+67.0% |
| Admin fee / account holder | $126 | $5,959-97.9% | $10,263-98.8% | $5,124-97.5% |