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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,955 | $126,113-60.4% | $116,096-57.0% | $155,188-67.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.30% | 391.72%-371.4pp | 326.25%-305.9pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,993 | $2,672+12.0% | $2,503+19.6% | $4,248-29.5% |
| Participant deferral / active EE | $952 | $4,162-77.1% | $3,952-75.9% | $6,531-85.4% |
| Admin fee / account holder | $61 | $8,045-99.2% | $7,704-99.2% | $14,480-99.6% |