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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,136 | $85,024-28.1% | $70,544-13.3% | $139,466-56.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 29.51% | 30.39%-0.9pp | 32.79%-3.3pp | 373.66%-344.2pp |
| Employer contribution / active EE | $3,000 | $3,912-23.3% | $2,976+0.8% | $4,754-36.9% |
| Participant deferral / active EE | $21,000 | $5,891+256.5% | $4,568+359.7% | $6,712+212.9% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |