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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,257 | $106,280-48.0% | $96,538-42.8% | $139,487-60.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.94% | 38.48%-15.5pp | 35.74%-12.8pp | 373.84%-350.9pp |
| Employer contribution / active EE | $3,699 | $4,107-9.9% | $3,740-1.1% | $4,755-22.2% |
| Participant deferral / active EE | $6,860 | $5,457+25.7% | $4,880+40.6% | $6,713+2.2% |
| Admin fee / account holder | $190 | $7,888-97.6% | $6,737-97.2% | $11,407-98.3% |