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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,784 | $165,939-68.2% | $122,354-56.9% | $147,586-64.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.88% | 34.56%-21.7pp | 30.28%-17.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $8,451 | $5,754+46.9% | $4,051+108.6% | $4,876+73.3% |
| Participant deferral / active EE | $3,600 | $4,005-10.1% | $3,287+9.5% | $5,439-33.8% |
| Admin fee / account holder | $297 | $7,425-96.0% | $5,479-94.6% | $10,886-97.3% |