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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,204 | $211,224-68.7% | $178,505-62.9% | $145,897-54.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.06% | 30.28%-18.2pp | 27.16%-15.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,947 | $4,577-35.6% | $3,955-25.5% | $4,663-36.8% |
| Participant deferral / active EE | $3,229 | $6,966-53.6% | $6,280-48.6% | $6,689-51.7% |
| Admin fee / account holder | $163 | $12,109-98.7% | $10,428-98.4% | $13,390-98.8% |