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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,696 | $127,790-47.0% | $106,555-36.5% | $167,536-59.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.45% | 33.88%-21.4pp | 26.80%-14.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $2,633 | $3,428-23.2% | $2,819-6.6% | $4,839-45.6% |
| Participant deferral / active EE | $3,291 | $5,088-35.3% | $4,399-25.2% | $6,342-48.1% |
| Admin fee / account holder | $191 | $11,229-98.3% | $7,408-97.4% | $12,315-98.5% |