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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,265 | $106,280-60.2% | $96,538-56.2% | $139,487-69.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.16% | 38.48%-25.3pp | 35.74%-22.6pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,668 | $4,107-59.4% | $3,740-55.4% | $4,755-64.9% |
| Participant deferral / active EE | $2,702 | $5,457-50.5% | $4,880-44.6% | $6,713-59.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |