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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,532 | $104,251-35.2% | $91,004-25.8% | $147,586-54.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.70% | 27.06%-12.4pp | 4.60%+10.1pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,762 | $3,116-43.5% | $2,456-28.3% | $4,876-63.9% |
| Participant deferral / active EE | $12,755 | $4,195+204.1% | $3,548+259.5% | $5,439+134.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |