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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,519 | $84,236-31.7% | $170,435-66.3% | $70,126-18.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.03% | 23.06%-1.0pp | 205.94%-183.9pp | 73.15%-51.1pp |
| Employer contribution / active EE | $3,212 | $3,387-5.2% | $5,432-40.9% | $2,343+37.1% |
| Participant deferral / active EE | $3,757 | $3,086+21.7% | $4,939-23.9% | $3,332+12.8% |
| Admin fee / account holder | $232 | $5,698-95.9% | $13,881-98.3% | $4,645-95.0% |