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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,870 | $77,908-2.6% | $149,696-49.3% | $75,173+0.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.91% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $2,927 | $3,138-6.7% | $4,821-39.3% | $2,671+9.6% |
| Participant deferral / active EE | $881 | $3,411-74.2% | $5,682-84.5% | $4,126-78.6% |
| Admin fee / account holder | $30 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |