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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,920 | $110,410-41.2% | $102,437-36.6% | $145,897-55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,404 | $4,217-66.7% | $3,871-63.7% | $4,663-69.9% |
| Participant deferral / active EE | $7,485 | $5,622+33.1% | $5,060+47.9% | $6,689+11.9% |
| Admin fee / account holder | $67 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |