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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,251 | $147,556-64.6% | $129,031-59.5% | $198,609-73.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.83% | 37.41%-16.6pp | 34.67%-13.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $12,500 | $3,645+243.0% | $3,226+287.5% | $5,055+147.3% |
| Participant deferral / active EE | $5,875 | $5,760+2.0% | $5,217+12.6% | $6,977-15.8% |
| Admin fee / account holder | $193 | $15,467-98.8% | $13,208-98.5% | $19,030-99.0% |