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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,018 | $116,203-67.3% | $93,621-59.4% | $152,897-75.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 14.59% | 35.96%-21.4pp | 32.76%-18.2pp | 345.43%-330.8pp |
| Employer contribution / active EE | $2,923 | $3,219-9.2% | $2,719+7.5% | $4,764-38.6% |
| Participant deferral / active EE | $7,855 | $4,605+70.6% | $4,070+93.0% | $5,851+34.2% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |