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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,648 | $124,351-57.7% | $109,188-51.8% | $167,553-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.44% | 26.04%-12.6pp | 25.76%-12.3pp | 478.89%-465.4pp |
| Employer contribution / active EE | $3,982 | $4,210-5.4% | $3,723+7.0% | $4,840-17.7% |
| Participant deferral / active EE | $7,768 | $5,257+47.8% | $4,654+66.9% | $6,343+22.5% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |