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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,710 | $149,679-59.4% | $117,039-48.1% | $147,585-58.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.23% | 19.31%-7.1pp | 18.95%-6.7pp | 578.58%-566.4pp |
| Employer contribution / active EE | $1,129 | $4,937-77.1% | $3,785-70.2% | $4,876-76.9% |
| Participant deferral / active EE | $4,638 | $4,912-5.6% | $3,929+18.0% | $5,439-14.7% |
| Admin fee / account holder | $100 | $7,856-98.7% | $5,974-98.3% | $10,886-99.1% |