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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,356 | $106,247-43.2% | $96,515-37.5% | $139,466-56.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.01% | 38.47%-18.5pp | 35.73%-15.7pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,964 | $4,106-27.8% | $3,740-20.7% | $4,754-37.7% |
| Participant deferral / active EE | $13,140 | $5,456+140.9% | $4,880+169.3% | $6,712+95.8% |
| Admin fee / account holder | $272 | $7,885-96.6% | $6,735-96.0% | $11,409-97.6% |