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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,312 | $110,379-40.8% | $102,412-36.2% | $145,884-55.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.44% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,733 | $4,216-58.9% | $3,870-55.2% | $4,662-62.8% |
| Participant deferral / active EE | $7,667 | $5,622+36.4% | $5,060+51.5% | $6,690+14.6% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |