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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,502 | $62,177-25.2% | $81,370-42.9% | $74,478-37.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 17.57% | 16.62%+1.0pp | 24.85%-7.3pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $3,972 | $1,881+111.2% | $2,464+61.2% | $2,626+51.3% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $1,927-99.8% | $5,749-99.9% | $1,946-99.8% |