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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,956 | $107,809-50.9% | $97,032-45.4% | $155,188-65.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 29.51% | 38.06%-8.6pp | 35.38%-5.9pp | 148.84%-119.3pp |
| Employer contribution / active EE | $5,800 | $2,911+99.2% | $2,629+120.6% | $4,248+36.5% |
| Participant deferral / active EE | $5,800 | $5,129+13.1% | $4,672+24.1% | $6,531-11.2% |
| Admin fee / account holder | $20 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |