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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,091 | $97,125-43.3% | $86,233-36.1% | $137,256-59.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.12% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,177 | $2,841+82.2% | $2,504+106.7% | $4,156+24.6% |
| Participant deferral / active EE | $10,120 | $5,180+95.4% | $4,559+122.0% | $6,407+58.0% |
| Admin fee / account holder | $57 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |