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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,038 | $141,004-53.9% | $112,273-42.1% | $139,466-53.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.37% | 32.75%-8.4pp | 30.23%-5.9pp | 373.66%-349.3pp |
| Employer contribution / active EE | $1,503 | $4,285-64.9% | $3,431-56.2% | $4,754-68.4% |
| Participant deferral / active EE | $7,609 | $5,878+29.5% | $4,800+58.5% | $6,712+13.4% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |