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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,794 | $104,709-65.8% | $85,705-58.2% | $167,553-78.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.92% | 21.45%-6.5pp | 21.49%-6.6pp | 478.89%-464.0pp |
| Employer contribution / active EE | $1,524 | $3,338-54.4% | $2,619-41.8% | $4,840-68.5% |
| Participant deferral / active EE | $5,782 | $4,827+19.8% | $3,924+47.3% | $6,343-8.8% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |