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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,350 | $182,442-62.5% | $163,379-58.2% | $138,895-50.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.96% | 72.74%-57.8pp | 63.41%-48.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,336 | $4,159-43.8% | $3,752-37.7% | $4,194-44.3% |
| Participant deferral / active EE | $12,644 | $6,817+85.5% | $6,282+101.3% | $6,396+97.7% |
| Admin fee / account holder | $119 | $10,396-98.9% | $9,818-98.8% | $12,562-99.1% |