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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,181 | $176,402-53.4% | $134,162-38.7% | $158,966-48.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.92% | 63.66%-50.7pp | 36.35%-23.4pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,560 | $5,042-69.1% | $3,705-57.9% | $4,762-67.2% |
| Participant deferral / active EE | $5,664 | $4,093+38.4% | $3,500+61.8% | $5,983-5.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |