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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,692 | $91,037-35.5% | $71,671-18.1% | $147,586-60.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.82% | 20.48%-9.7pp | 20.65%-9.8pp | 578.59%-567.8pp |
| Employer contribution / active EE | $2,273 | $3,327-31.7% | $2,460-7.6% | $4,876-53.4% |
| Participant deferral / active EE | $4,786 | $4,498+6.4% | $3,438+39.2% | $5,439-12.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |