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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,757 | $108,285-30.0% | $77,552-2.3% | $158,982-52.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 23.76% | 31.69%-7.9pp | 54.82%-31.1pp | 302.99%-279.2pp |
| Employer contribution / active EE | $202 | $1,325-84.8% | $987-79.5% | $4,763-95.8% |
| Participant deferral / active EE | $10,457 | $2,455+325.9% | $1,861+461.9% | $5,983+74.8% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |