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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,153 | $100,147-46.9% | $81,286-34.6% | $145,877-63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 34.44%-19.6pp | 24.80%-9.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,169 | $2,977+6.4% | $2,463+28.7% | $4,663-32.0% |
| Participant deferral / active EE | $12,351 | $4,607+168.1% | $3,883+218.1% | $6,691+84.6% |
| Admin fee / account holder | $251 | $8,201-96.9% | $5,764-95.6% | $13,402-98.1% |