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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,128 | $103,392-62.2% | $87,104-55.1% | $152,897-74.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.41% | 28.10%-2.7pp | 28.19%-2.8pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,543 | $3,221-52.1% | $2,521-38.8% | $4,764-67.6% |
| Participant deferral / active EE | $6,967 | $4,778+45.8% | $4,048+72.1% | $5,851+19.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |