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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,958 | $83,337-56.9% | $67,834-47.0% | $273,972-86.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.88% | 259.45%-251.6pp | 138.47%-130.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,799 | $3,287-45.3% | $2,403-25.2% | $4,869-63.1% |
| Participant deferral / active EE | $8,621 | $4,088+110.9% | $3,160+172.8% | $5,287+63.1% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |