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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,876 | $174,018-66.2% | $136,833-57.0% | $198,609-70.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 19.04% | 35.16%-16.1pp | 35.32%-16.3pp | 202.70%-183.7pp |
| Employer contribution / active EE | $3,244 | $1,571+106.5% | $1,319+146.0% | $5,055-35.8% |
| Participant deferral / active EE | $12,707 | $2,873+342.2% | $2,441+420.6% | $6,977+82.1% |
| Admin fee / account holder | $109 | $5,434-98.0% | $4,706-97.7% | $19,030-99.4% |