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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,257 | $69,518-50.7% | $59,887-42.8% | $135,379-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.03% | 7.95%+2.1pp | 3.46%+6.6pp | 519.79%-509.8pp |
| Employer contribution / active EE | $4,000 | $3,235+23.7% | $2,722+46.9% | $4,779-16.3% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |