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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,629 | $148,629-61.9% | $135,982-58.4% | $139,487-59.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.79% | 79.33%-57.5pp | 68.32%-46.5pp | 373.84%-352.1pp |
| Employer contribution / active EE | $3,178 | $5,247-39.4% | $4,859-34.6% | $4,755-33.2% |
| Participant deferral / active EE | $5,317 | $8,102-34.4% | $7,760-31.5% | $6,713-20.8% |
| Admin fee / account holder | $237 | $12,406-98.1% | $10,767-97.8% | $11,407-97.9% |