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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,859 | $176,402-64.4% | $134,155-53.1% | $158,950-60.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.83% | 63.66%-40.8pp | 36.34%-13.5pp | 302.91%-280.1pp |
| Employer contribution / active EE | $3,481 | $5,042-31.0% | $3,705-6.0% | $4,762-26.9% |
| Participant deferral / active EE | $3,481 | $4,093-14.9% | $3,500-0.5% | $5,983-41.8% |
| Admin fee / account holder | $179 | $8,719-97.9% | $6,685-97.3% | $11,248-98.4% |