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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,670 | $104,251-61.9% | $91,004-56.4% | $147,586-73.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.91% | 27.06%-16.2pp | 4.60%+6.3pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,401 | $3,116-23.0% | $2,456-2.2% | $4,876-50.8% |
| Participant deferral / active EE | $7,076 | $4,195+68.7% | $3,548+99.5% | $5,439+30.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |