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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,519 | $97,751-36.0% | $103,447-39.6% | $145,877-57.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.20% | 25.43%-13.2pp | 23.92%-11.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $5,540 | $4,684+18.3% | $4,678+18.4% | $4,663+18.8% |
| Participant deferral / active EE | $12,165 | $6,603+84.2% | $6,624+83.7% | $6,691+81.8% |
| Admin fee / account holder | $265 | $12,515-97.9% | $9,415-97.2% | $13,402-98.0% |