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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,446 | $124,314-48.2% | $109,163-41.0% | $167,518-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.61% | 26.04%-9.4pp | 25.75%-9.1pp | 478.71%-462.1pp |
| Employer contribution / active EE | $955 | $4,209-77.3% | $3,723-74.4% | $4,838-80.3% |
| Participant deferral / active EE | $2,053 | $5,256-61.0% | $4,654-55.9% | $6,342-67.6% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |