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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,314 | $176,794-74.9% | $146,647-69.8% | $167,553-73.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.68% | 24.04%-12.4pp | 22.75%-11.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,245 | $5,161-75.9% | $4,137-69.9% | $4,840-74.3% |
| Participant deferral / active EE | $5,688 | $6,440-11.7% | $5,506+3.3% | $6,343-10.3% |
| Admin fee / account holder | $109 | $13,262-99.2% | $10,281-98.9% | $12,316-99.1% |