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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,023 | $56,484-50.4% | $169,452-83.5% | $64,173-56.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 48.51% | -1.55%+50.1pp | 1.83%+46.7pp | 7.63%+40.9pp |
| Employer contribution / active EE | $6,818 | $1,832+272.1% | $4,157+64.0% | $2,381+186.4% |
| Participant deferral / active EE | $1,456 | $3,448-57.8% | $5,277-72.4% | $3,470-58.0% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |