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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,851 | $104,709-23.7% | $85,705-6.8% | $167,553-52.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.72% | 21.45%-9.7pp | 21.49%-9.8pp | 478.89%-467.2pp |
| Employer contribution / active EE | $2,857 | $3,338-14.4% | $2,619+9.1% | $4,840-41.0% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $36 | $10,036-99.6% | $6,877-99.5% | $12,316-99.7% |