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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,837 | $113,338-49.9% | $94,993-40.2% | $147,586-61.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 6.77% | 20.80%-14.0pp | 27.14%-20.4pp | 578.59%-571.8pp |
| Employer contribution / active EE | $1,320 | $3,160-58.2% | $2,603-49.3% | $4,876-72.9% |
| Participant deferral / active EE | $1,650 | $3,777-56.3% | $3,317-50.3% | $5,439-69.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |