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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,450 | $158,852-52.5% | $121,220-37.8% | $135,380-44.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 8.53% | -0.64%+9.2pp | 16.94%-8.4pp | 519.81%-511.3pp |
| Employer contribution / active EE | $1,564 | $5,666-72.4% | $4,023-61.1% | $4,779-67.3% |
| Participant deferral / active EE | $2,430 | $4,006-39.3% | $3,345-27.4% | $5,609-56.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |