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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,455 | $127,790-50.3% | $106,554-40.4% | $167,553-62.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.74% | 33.88%-19.1pp | 26.80%-12.1pp | 478.89%-464.2pp |
| Employer contribution / active EE | $2,770 | $3,427-19.2% | $2,819-1.7% | $4,840-42.8% |
| Participant deferral / active EE | $5,174 | $5,088+1.7% | $4,398+17.6% | $6,343-18.4% |
| Admin fee / account holder | $189 | $11,231-98.3% | $7,408-97.4% | $12,316-98.5% |