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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,572 | $101,063-43.0% | $81,473-29.3% | $147,586-61.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.08% | 32.41%-21.3pp | 38.78%-27.7pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,536 | $3,206-52.1% | $2,568-40.2% | $4,876-68.5% |
| Participant deferral / active EE | $1,903 | $4,242-55.2% | $3,537-46.2% | $5,439-65.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |