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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,751 | $140,578-74.6% | $100,671-64.5% | $125,389-71.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.94% | 24.67%-25.6pp | 20.43%-21.4pp | 282.24%-283.2pp |
| Employer contribution / active EE | $9,674 | $5,965+62.2% | $4,012+141.1% | $4,866+98.8% |
| Participant deferral / active EE | $3,375 | $3,981-15.2% | $3,144+7.4% | $5,352-36.9% |
| Admin fee / account holder | $12 | $6,716-99.8% | $4,850-99.8% | $9,541-99.9% |