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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,340 | $116,190-54.1% | $93,614-43.0% | $152,885-65.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.06% | 35.96%-13.9pp | 32.76%-10.7pp | 345.39%-323.3pp |
| Employer contribution / active EE | $9,089 | $3,219+182.4% | $2,718+234.4% | $4,763+90.8% |
| Participant deferral / active EE | $3,271 | $4,604-29.0% | $4,069-19.6% | $5,851-44.1% |
| Admin fee / account holder | $127 | $10,749-98.8% | $7,889-98.4% | $11,598-98.9% |