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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,858 | $69,274-51.1% | $64,097-47.2% | $139,487-75.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.75% | 46.00%-34.2pp | 33.75%-22.0pp | 373.84%-362.1pp |
| Employer contribution / active EE | $2,073 | $3,187-34.9% | $2,750-24.6% | $4,755-56.4% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $236 | $4,247-94.4% | $3,070-92.3% | $11,407-97.9% |