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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,239 | $110,379-52.7% | $102,412-49.0% | $145,884-64.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.17% | 24.84%-9.7pp | 24.94%-9.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $12,749 | $4,216+202.4% | $3,870+229.4% | $4,662+173.4% |
| Participant deferral / active EE | $8,752 | $5,622+55.7% | $5,060+73.0% | $6,690+30.8% |
| Admin fee / account holder | $228 | $9,745-97.7% | $8,388-97.3% | $13,392-98.3% |