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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,713 | $106,247-52.3% | $96,515-47.5% | $139,466-63.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.22% | 38.47%-12.2pp | 35.73%-9.5pp | 373.66%-347.4pp |
| Employer contribution / active EE | $1,564 | $4,106-61.9% | $3,740-58.2% | $4,754-67.1% |
| Participant deferral / active EE | $12,075 | $5,456+121.3% | $4,880+147.5% | $6,712+79.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |