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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,366 | $107,015-72.6% | $73,545-60.1% | $147,585-80.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 4.33% | 38.25%-33.9pp | -15.16%+19.5pp | 578.58%-574.3pp |
| Employer contribution / active EE | $3,529 | $1,760+100.5% | $1,219+189.5% | $4,876-27.6% |
| Participant deferral / active EE | $4,163 | $2,462+69.1% | $1,806+130.5% | $5,439-23.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |