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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,326 | $66,402-54.3% | $109,907-72.4% | $85,847-64.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 16.84% | 19.59%-2.8pp | 29.46%-12.6pp | 318.61%-301.8pp |
| Employer contribution / active EE | $5,962 | $1,687+253.4% | $2,844+109.6% | $2,565+132.4% |
| Participant deferral / active EE | $6,680 | $2,842+135.0% | $4,047+65.1% | $3,952+69.0% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,069-100.0% | $6,261-100.0% |