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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,580 | $183,592-60.5% | $155,574-53.3% | $145,877-50.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.86% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,867 | $5,317-64.9% | $4,676-60.1% | $4,663-60.0% |
| Participant deferral / active EE | $3,463 | $6,466-46.4% | $5,629-38.5% | $6,691-48.2% |
| Admin fee / account holder | $25 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |