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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,901 | $176,402-68.3% | $134,162-58.3% | $158,966-64.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.07% | 63.66%-56.6pp | 36.35%-29.3pp | 302.95%-295.9pp |
| Employer contribution / active EE | $577 | $5,042-88.6% | $3,705-84.4% | $4,762-87.9% |
| Participant deferral / active EE | $3,846 | $4,093-6.0% | $3,500+9.9% | $5,983-35.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |