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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,444 | $78,670-37.1% | $109,173-54.7% | $85,847-42.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.92% | 25.09%-11.2pp | 25.75%-11.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $4,629 | $2,734+69.3% | $3,723+24.3% | $2,565+80.5% |
| Participant deferral / active EE | $2,022 | $3,467-41.7% | $4,654-56.6% | $3,952-48.8% |
| Admin fee / account holder | $75 | $5,469-98.6% | $6,755-98.9% | $6,261-98.8% |