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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,881 | $176,794-68.4% | $146,647-61.9% | $167,553-66.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.92% | 24.04%-5.1pp | 22.75%-3.8pp | 478.89%-460.0pp |
| Employer contribution / active EE | $1,916 | $5,161-62.9% | $4,137-53.7% | $4,840-60.4% |
| Participant deferral / active EE | $7,800 | $6,440+21.1% | $5,506+41.7% | $6,343+23.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |