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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,712 | $176,799-79.8% | $146,649-75.6% | $167,560-78.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.33% | 24.04%-10.7pp | 22.75%-9.4pp | 478.94%-465.6pp |
| Employer contribution / active EE | $1,749 | $5,162-66.1% | $4,137-57.7% | $4,840-63.9% |
| Participant deferral / active EE | $2,289 | $6,441-64.5% | $5,506-58.4% | $6,343-63.9% |
| Admin fee / account holder | $0 | $13,263-100.0% | $10,281-100.0% | $12,317-100.0% |