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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,421 | $110,337-72.4% | $102,383-70.3% | $145,877-79.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $3,404 | $4,216-19.3% | $3,870-12.0% | $4,663-27.0% |
| Participant deferral / active EE | $5,798 | $5,621+3.2% | $5,060+14.6% | $6,691-13.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |