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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,072 | $103,393-59.3% | $87,103-51.7% | $152,909-72.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.31% | 28.10%-3.8pp | 28.19%-3.9pp | 345.46%-321.2pp |
| Employer contribution / active EE | $2,269 | $3,221-29.6% | $2,521-10.0% | $4,764-52.4% |
| Participant deferral / active EE | $7,500 | $4,778+57.0% | $4,049+85.3% | $5,851+28.2% |
| Admin fee / account holder | $20 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |