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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,940 | $86,701-25.1% | $73,309-11.4% | $125,389-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.50% | 2.78%-2.3pp | 5.67%-5.2pp | 282.24%-281.7pp |
| Employer contribution / active EE | $12,500 | $4,152+201.0% | $3,237+286.1% | $4,866+156.9% |
| Participant deferral / active EE | $18,000 | $5,549+224.4% | $4,991+260.6% | $5,352+236.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |