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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,324 | $116,203-75.6% | $93,621-69.7% | $152,909-81.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.11% | 35.96%-13.9pp | 32.76%-10.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,292 | $3,219-28.8% | $2,719-15.7% | $4,764-51.9% |
| Participant deferral / active EE | $7,876 | $4,605+71.0% | $4,070+93.5% | $5,851+34.6% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |