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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,210 | $115,911-55.0% | $100,530-48.1% | $158,950-67.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.44% | 34.80%-17.4pp | 30.89%-13.5pp | 302.91%-285.5pp |
| Employer contribution / active EE | $4,871 | $4,104+18.7% | $3,418+42.5% | $4,762+2.3% |
| Participant deferral / active EE | $13,277 | $6,676+98.9% | $6,271+111.7% | $5,983+121.9% |
| Admin fee / account holder | $2 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |