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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,701 | $114,013-53.8% | $103,693-49.2% | $155,188-66.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.25% | 49.31%-35.1pp | 47.61%-33.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,121 | $3,131-64.2% | $2,920-61.6% | $4,248-73.6% |
| Participant deferral / active EE | $2,259 | $4,970-54.6% | $4,579-50.7% | $6,531-65.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |