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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,978 | $87,059-51.8% | $105,608-60.3% | $80,925-48.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 16.82% | 17.05%-0.2pp | 116.50%-99.7pp | 35.65%-18.8pp |
| Employer contribution / active EE | $2,284 | $2,396-4.7% | $3,167-27.9% | $2,756-17.1% |
| Participant deferral / active EE | $2,015 | $3,986-49.4% | $5,010-59.8% | $4,299-53.1% |
| Admin fee / account holder | $0 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |