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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,757 | $149,741-68.1% | $118,914-59.8% | $158,982-70.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.25% | 19.94%-6.7pp | 35.89%-22.6pp | 302.99%-289.7pp |
| Employer contribution / active EE | $3,646 | $4,119-11.5% | $3,264+11.7% | $4,763-23.4% |
| Participant deferral / active EE | $5,881 | $5,226+12.5% | $4,266+37.9% | $5,983-1.7% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |