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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,789 | $110,379-68.5% | $102,412-66.0% | $145,884-76.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.09% | 24.84%-7.7pp | 24.94%-7.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,603 | $4,216-38.3% | $3,870-32.7% | $4,662-44.2% |
| Participant deferral / active EE | $3,254 | $5,622-42.1% | $5,060-35.7% | $6,690-51.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |