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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,975 | $124,351-39.7% | $109,188-31.3% | $167,553-55.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.76% | 26.04%-6.3pp | 25.76%-6.0pp | 478.89%-459.1pp |
| Employer contribution / active EE | $1,962 | $4,210-53.4% | $3,723-47.3% | $4,840-59.5% |
| Participant deferral / active EE | $7,801 | $5,257+48.4% | $4,654+67.6% | $6,343+23.0% |
| Admin fee / account holder | $57 | $7,975-99.3% | $6,755-99.2% | $12,316-99.5% |