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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,544 | $98,240-12.9% | $82,312+3.9% | $147,586-42.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.39% | 30.85%-16.5pp | 25.88%-11.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $4,791 | $3,192+50.1% | $2,428+97.3% | $4,876-1.8% |
| Participant deferral / active EE | $1,457 | $4,383-66.8% | $3,706-60.7% | $5,439-73.2% |
| Admin fee / account holder | $300 | $8,563-96.5% | $5,608-94.7% | $10,886-97.2% |