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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,133 | $114,013-48.1% | $103,693-43.0% | $155,188-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.70% | 49.31%-27.6pp | 47.61%-25.9pp | 148.84%-127.1pp |
| Employer contribution / active EE | $6,359 | $3,131+103.1% | $2,920+117.7% | $4,248+49.7% |
| Participant deferral / active EE | $13,924 | $4,970+180.2% | $4,579+204.1% | $6,531+113.2% |
| Admin fee / account holder | $66 | $8,407-99.2% | $7,858-99.2% | $14,480-99.5% |