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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,907 | $103,387-46.9% | $87,102-37.0% | $152,885-64.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.38% | 28.10%-6.7pp | 28.19%-6.8pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,622 | $3,221-49.6% | $2,521-35.7% | $4,763-65.9% |
| Participant deferral / active EE | $3,841 | $4,778-19.6% | $4,048-5.1% | $5,851-34.4% |
| Admin fee / account holder | $68 | $12,193-99.4% | $7,491-99.1% | $11,598-99.4% |