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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,153 | $100,004-46.8% | $81,438-34.7% | $145,959-63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 34.34%-19.5pp | 24.74%-9.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $3,169 | $2,970+6.7% | $2,460+28.8% | $4,661-32.0% |
| Participant deferral / active EE | $12,351 | $4,603+168.3% | $3,883+218.1% | $6,689+84.7% |
| Admin fee / account holder | $251 | $8,202-96.9% | $5,764-95.6% | $13,398-98.1% |