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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,602 | $172,111-64.2% | $150,298-59.0% | $137,256-55.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.63% | 69.37%-47.7pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,168 | $4,636-53.2% | $4,154-47.8% | $4,156-47.8% |
| Participant deferral / active EE | $5,913 | $6,166-4.1% | $5,453+8.4% | $6,407-7.7% |
| Admin fee / account holder | $72 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |