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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,124 | $77,416-57.2% | $69,464-52.3% | $152,897-78.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.75% | 39.08%-26.3pp | 28.98%-16.2pp | 345.43%-332.7pp |
| Employer contribution / active EE | $2,091 | $3,315-36.9% | $2,779-24.8% | $4,764-56.1% |
| Participant deferral / active EE | $1,835 | $4,413-58.4% | $3,536-48.1% | $5,851-68.6% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |