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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,990 | $157,829-63.9% | $136,867-58.4% | $198,609-71.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.66% | 51.25%-40.6pp | 42.97%-32.3pp | 202.70%-192.0pp |
| Employer contribution / active EE | $5,070 | $3,923+29.3% | $3,547+43.0% | $5,055+0.3% |
| Participant deferral / active EE | $10,333 | $5,463+89.2% | $4,924+109.9% | $6,977+48.1% |
| Admin fee / account holder | $237 | $11,107-97.9% | $10,340-97.7% | $19,030-98.8% |