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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,436 | $124,314-53.8% | $109,163-47.4% | $167,518-65.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.12% | 26.04%-10.9pp | 25.75%-10.6pp | 478.71%-463.6pp |
| Employer contribution / active EE | $2,986 | $4,209-29.0% | $3,723-19.8% | $4,838-38.3% |
| Participant deferral / active EE | $10,629 | $5,256+102.2% | $4,654+128.4% | $6,342+67.6% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |