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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,398 | $126,113-68.8% | $116,096-66.1% | $155,188-74.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.65% | 391.72%-374.1pp | 326.25%-308.6pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,488 | $2,672-6.9% | $2,503-0.6% | $4,248-41.4% |
| Participant deferral / active EE | $11,561 | $4,162+177.8% | $3,952+192.5% | $6,531+77.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |