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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,755 | $88,183-58.3% | $107,187-65.7% | $71,012-48.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 11.01% | 16.47%-5.5pp | 204.55%-193.5pp | 37.67%-26.7pp |
| Employer contribution / active EE | $3,098 | $3,914-20.8% | $3,782-18.1% | $2,348+32.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |