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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,413 | $111,814-61.2% | $103,378-58.0% | $145,978-70.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 24.80%-12.7pp | 24.91%-12.8pp | 550.52%-538.4pp |
| Employer contribution / active EE | $15,997 | $4,215+279.5% | $3,870+313.3% | $4,662+243.1% |
| Participant deferral / active EE | $11,500 | $5,618+104.7% | $5,058+127.4% | $6,690+71.9% |
| Admin fee / account holder | $235 | $9,764-97.6% | $8,401-97.2% | $13,400-98.2% |