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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,337 | $157,829-66.8% | $136,867-61.8% | $198,609-73.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.86% | 51.25%-30.4pp | 42.97%-22.1pp | 202.70%-181.8pp |
| Employer contribution / active EE | $4,964 | $3,923+26.5% | $3,547+39.9% | $5,055-1.8% |
| Participant deferral / active EE | $10,322 | $5,463+89.0% | $4,924+109.6% | $6,977+48.0% |
| Admin fee / account holder | $200 | $11,107-98.2% | $10,340-98.1% | $19,030-98.9% |