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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,373 | $104,251-49.8% | $91,004-42.4% | $147,586-64.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.92% | 27.06%-12.1pp | 4.60%+10.3pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,749 | $3,116-11.8% | $2,456+11.9% | $4,876-43.6% |
| Participant deferral / active EE | $1,248 | $4,195-70.3% | $3,548-64.8% | $5,439-77.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |