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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,536 | $114,013-46.9% | $103,693-41.6% | $155,188-61.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.15% | 49.31%-30.2pp | 47.61%-28.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,500 | $3,131-20.2% | $2,920-14.4% | $4,248-41.1% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |