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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,706 | $106,247-50.4% | $96,515-45.4% | $139,466-62.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.44% | 38.47%-23.0pp | 35.73%-20.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $6,038 | $4,106+47.1% | $3,740+61.5% | $4,754+27.0% |
| Participant deferral / active EE | $3,483 | $5,456-36.2% | $4,880-28.6% | $6,712-48.1% |
| Admin fee / account holder | $151 | $7,885-98.1% | $6,735-97.8% | $11,409-98.7% |