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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,682 | $116,203-34.9% | $93,621-19.2% | $152,897-50.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.44% | 35.96%-19.5pp | 32.76%-16.3pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,802 | $3,219-44.0% | $2,719-33.7% | $4,764-62.2% |
| Participant deferral / active EE | $9,250 | $4,605+100.9% | $4,070+127.3% | $5,851+58.1% |
| Admin fee / account holder | $151 | $10,751-98.6% | $7,890-98.1% | $11,599-98.7% |