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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,750 | $114,013-43.2% | $103,693-37.6% | $155,188-58.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.42% | 49.31%-39.9pp | 47.61%-38.2pp | 148.84%-139.4pp |
| Employer contribution / active EE | $2,466 | $3,131-21.2% | $2,920-15.6% | $4,248-41.9% |
| Participant deferral / active EE | $3,833 | $4,970-22.9% | $4,579-16.3% | $6,531-41.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |