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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,990 | $114,013-50.0% | $103,693-45.0% | $155,188-63.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.66% | 49.31%-38.7pp | 47.61%-37.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $5,070 | $3,131+61.9% | $2,920+73.6% | $4,248+19.4% |
| Participant deferral / active EE | $10,333 | $4,970+107.9% | $4,579+125.7% | $6,531+58.2% |
| Admin fee / account holder | $237 | $8,407-97.2% | $7,858-97.0% | $14,480-98.4% |