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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,091 | $108,882-49.4% | $96,754-43.1% | $154,746-64.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.12% | 98.39%-79.3pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,177 | $3,018+71.5% | $2,679+93.2% | $4,379+18.2% |
| Participant deferral / active EE | $10,120 | $5,323+90.1% | $4,758+112.7% | $6,730+50.4% |
| Admin fee / account holder | $57 | $10,200-99.4% | $8,905-99.4% | $14,365-99.6% |