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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,340 | $69,274-54.8% | $64,097-51.1% | $139,487-77.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.26% | 46.00%-25.7pp | 33.75%-13.5pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,282 | $3,187-28.4% | $2,750-17.0% | $4,755-52.0% |
| Participant deferral / active EE | $3,959 | $4,685-15.5% | $3,881+2.0% | $6,713-41.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |