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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,601 | $117,846-56.2% | $102,434-49.6% | $145,884-64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 31.90%-19.4pp | 29.46%-17.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,359 | $3,615-34.8% | $3,023-22.0% | $4,662-49.4% |
| Participant deferral / active EE | $4,240 | $5,733-26.1% | $5,055-16.1% | $6,690-36.6% |
| Admin fee / account holder | $35 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |