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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,008 | $115,917-50.0% | $100,535-42.3% | $158,982-63.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.19% | 34.80%-17.6pp | 30.90%-13.7pp | 302.99%-285.8pp |
| Employer contribution / active EE | $4,320 | $4,105+5.2% | $3,419+26.4% | $4,763-9.3% |
| Participant deferral / active EE | $4,630 | $6,677-30.7% | $6,271-26.2% | $5,983-22.6% |
| Admin fee / account holder | $107 | $11,002-99.0% | $8,085-98.7% | $11,252-99.1% |