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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,497 | $106,247-54.4% | $96,515-49.8% | $139,466-65.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.55% | 38.47%-24.9pp | 35.73%-22.2pp | 373.66%-360.1pp |
| Employer contribution / active EE | $21,812 | $4,106+431.2% | $3,740+483.3% | $4,754+358.8% |
| Participant deferral / active EE | $10,095 | $5,456+85.0% | $4,880+106.9% | $6,712+50.4% |
| Admin fee / account holder | $272 | $7,885-96.6% | $6,735-96.0% | $11,409-97.6% |