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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,720 | $106,247-51.3% | $96,515-46.4% | $139,466-62.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 38.47%-25.2pp | 35.73%-22.4pp | 373.66%-360.4pp |
| Employer contribution / active EE | $12,353 | $4,106+200.9% | $3,740+230.3% | $4,754+159.9% |
| Participant deferral / active EE | $5,487 | $5,456+0.6% | $4,880+12.4% | $6,712-18.3% |
| Admin fee / account holder | $89 | $7,885-98.9% | $6,735-98.7% | $11,409-99.2% |