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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,501 | $157,829-71.8% | $136,867-67.5% | $198,609-77.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.09% | 51.25%-34.2pp | 42.97%-25.9pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,963 | $3,923-24.5% | $3,547-16.5% | $5,055-41.4% |
| Participant deferral / active EE | $13,230 | $5,463+142.2% | $4,924+168.7% | $6,977+89.6% |
| Admin fee / account holder | $166 | $11,107-98.5% | $10,340-98.4% | $19,030-99.1% |