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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,344 | $110,410-68.0% | $102,437-65.5% | $145,897-75.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.86% | 24.85%-8.0pp | 24.95%-8.1pp | 552.29%-535.4pp |
| Employer contribution / active EE | $3,386 | $4,217-19.7% | $3,871-12.5% | $4,663-27.4% |
| Participant deferral / active EE | $2,856 | $5,622-49.2% | $5,060-43.5% | $6,689-57.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |