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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,920 | $111,814-41.9% | $103,374-37.2% | $145,959-55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,404 | $4,214-66.7% | $3,869-63.7% | $4,661-69.9% |
| Participant deferral / active EE | $7,485 | $5,618+33.2% | $5,058+48.0% | $6,689+11.9% |
| Admin fee / account holder | $67 | $9,754-99.3% | $8,394-99.2% | $13,398-99.5% |