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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,252 | $52,884-57.9% | $84,753-73.7% | $55,167-59.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 23.23% | 18.03%+5.2pp | 22.78%+0.5pp | 169.23%-146.0pp |
| Employer contribution / active EE | $3,101 | $2,233+38.8% | $3,574-13.2% | $1,963+58.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $7 | $581-98.8% | $5,333-99.9% | $504-98.6% |