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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,302 | $176,402-65.8% | $134,162-55.1% | $158,966-62.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.09% | 63.66%-60.6pp | 36.35%-33.3pp | 302.95%-299.9pp |
| Employer contribution / active EE | $1,550 | $5,042-69.3% | $3,705-58.2% | $4,762-67.5% |
| Participant deferral / active EE | $13,600 | $4,093+232.3% | $3,500+288.6% | $5,983+127.3% |
| Admin fee / account holder | $110 | $8,719-98.7% | $6,685-98.3% | $11,250-99.0% |