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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,009 | $110,337-57.4% | $102,383-54.1% | $145,877-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.15% | 24.83%-8.7pp | 24.94%-8.8pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,539 | $4,216-16.1% | $3,870-8.6% | $4,663-24.1% |
| Participant deferral / active EE | $12,792 | $5,621+127.6% | $5,060+152.8% | $6,691+91.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |