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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,689 | $110,212-66.7% | $96,534-62.0% | $139,466-73.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.84% | 26.42%-6.6pp | 25.88%-6.0pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,171 | $3,620-40.0% | $2,965-26.8% | $4,754-54.3% |
| Participant deferral / active EE | $4,047 | $5,547-27.0% | $4,851-16.6% | $6,712-39.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |