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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,809 | $110,337-56.7% | $102,383-53.3% | $145,877-67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,157 | $4,216-48.8% | $3,870-44.3% | $4,663-53.8% |
| Participant deferral / active EE | $5,000 | $5,621-11.0% | $5,060-1.2% | $6,691-25.3% |
| Admin fee / account holder | $117 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |