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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,275 | $110,337-66.2% | $102,383-63.6% | $145,877-74.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.96% | 24.83%-2.9pp | 24.94%-3.0pp | 551.28%-529.3pp |
| Employer contribution / active EE | $1,975 | $4,216-53.2% | $3,870-49.0% | $4,663-57.7% |
| Participant deferral / active EE | $12,288 | $5,621+118.6% | $5,060+142.9% | $6,691+83.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |