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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,812 | $68,681-36.2% | $86,615-49.4% | $85,847-49.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.55% | 20.12%-8.6pp | 63.51%-52.0pp | 318.61%-307.1pp |
| Employer contribution / active EE | $5,662 | $1,880+201.1% | $2,496+126.9% | $2,565+120.7% |
| Participant deferral / active EE | $2,613 | $2,919-10.5% | $3,699-29.4% | $3,952-33.9% |
| Admin fee / account holder | $134 | $5,974-97.8% | $5,830-97.7% | $6,261-97.9% |