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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,282 | $125,797-44.9% | $170,043-59.3% | $75,173-7.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 26.13% | 27.20%-1.1pp | 53.40%-27.3pp | 160.72%-134.6pp |
| Employer contribution / active EE | $3,690 | $4,616-20.1% | $6,790-45.7% | $2,671+38.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |