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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,133 | $69,541-36.5% | $59,899-26.3% | $135,380-67.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.00% | 7.95%+4.1pp | 3.46%+8.5pp | 519.81%-507.8pp |
| Employer contribution / active EE | $5,421 | $3,236+67.5% | $2,723+99.1% | $4,779+13.4% |
| Participant deferral / active EE | $2,009 | $4,206-52.2% | $3,402-40.9% | $5,609-64.2% |
| Admin fee / account holder | $85 | $5,737-98.5% | $3,592-97.6% | $10,828-99.2% |