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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,536 | $101,069-56.9% | $81,478-46.6% | $147,585-70.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.53% | 32.40%-15.9pp | 38.78%-22.3pp | 578.57%-562.0pp |
| Employer contribution / active EE | $2,488 | $3,205-22.4% | $2,568-3.1% | $4,876-49.0% |
| Participant deferral / active EE | $2,913 | $4,242-31.3% | $3,537-17.6% | $5,439-46.4% |
| Admin fee / account holder | $157 | $5,812-97.3% | $4,561-96.6% | $10,885-98.6% |