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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,547 | $87,546-66.3% | $75,784-61.0% | $125,389-76.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 15.71% | 13.49%+2.2pp | 9.68%+6.0pp | 282.24%-266.5pp |
| Employer contribution / active EE | $7,000 | $3,930+78.1% | $3,323+110.6% | $4,866+43.9% |
| Participant deferral / active EE | $1,769 | $4,230-58.2% | $3,652-51.6% | $5,352-66.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |