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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,884 | $91,037-68.3% | $71,671-59.7% | $147,586-80.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.48% | 20.48%-8.0pp | 20.65%-8.2pp | 578.59%-566.1pp |
| Employer contribution / active EE | $8,149 | $3,327+144.9% | $2,460+231.3% | $4,876+67.1% |
| Participant deferral / active EE | $5,903 | $4,498+31.2% | $3,438+71.7% | $5,439+8.5% |
| Admin fee / account holder | $146 | $8,613-98.3% | $5,558-97.4% | $10,886-98.7% |