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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,309 | $91,198-28.4% | $178,503-63.4% | $79,856-18.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.62% | 24.20%-0.6pp | 151.12%-127.5pp | 31.71%-8.1pp |
| Employer contribution / active EE | $3,019 | $3,257-7.3% | $5,011-39.8% | $2,471+22.2% |
| Participant deferral / active EE | $3,665 | $3,237+13.2% | $5,202-29.6% | $3,741-2.0% |
| Admin fee / account holder | $300 | $6,748-95.6% | $13,987-97.9% | $5,306-94.3% |