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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,485 | $116,203-40.2% | $93,621-25.8% | $152,897-54.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.55% | 35.96%-14.4pp | 32.76%-11.2pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,720 | $3,219-46.6% | $2,719-36.7% | $4,764-63.9% |
| Participant deferral / active EE | $2,298 | $4,605-50.1% | $4,070-43.5% | $5,851-60.7% |
| Admin fee / account holder | $5 | $10,751-100.0% | $7,890-99.9% | $11,599-100.0% |