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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,120 | $106,247-58.5% | $96,515-54.3% | $139,466-68.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.37% | 38.47%-20.1pp | 35.73%-17.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,088 | $4,106-73.5% | $3,740-70.9% | $4,754-77.1% |
| Participant deferral / active EE | $11,758 | $5,456+115.5% | $4,880+141.0% | $6,712+75.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |