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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,177 | $104,664-54.9% | $85,693-44.9% | $167,518-71.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.48% | 21.45%-9.0pp | 21.49%-9.0pp | 478.71%-466.2pp |
| Employer contribution / active EE | $11,308 | $3,337+238.9% | $2,618+331.9% | $4,838+133.7% |
| Participant deferral / active EE | $6,845 | $4,824+41.9% | $3,923+74.5% | $6,342+7.9% |
| Admin fee / account holder | $91 | $10,032-99.1% | $6,874-98.7% | $12,312-99.3% |