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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,710 | $110,337-52.2% | $102,383-48.5% | $145,877-63.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.35% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $7,500 | $4,216+77.9% | $3,870+93.8% | $4,663+60.8% |
| Participant deferral / active EE | $2,143 | $5,621-61.9% | $5,060-57.6% | $6,691-68.0% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |