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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,275 | $110,410-66.2% | $102,437-63.6% | $145,897-74.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.96% | 24.85%-2.9pp | 24.95%-3.0pp | 552.29%-530.3pp |
| Employer contribution / active EE | $1,975 | $4,217-53.2% | $3,871-49.0% | $4,663-57.7% |
| Participant deferral / active EE | $12,288 | $5,622+118.6% | $5,060+142.8% | $6,689+83.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |