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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,307 | $53,837-47.4% | $75,717-62.6% | $85,856-67.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.36% | 24.54%-11.2pp | 104.58%-91.2pp | 318.58%-305.2pp |
| Employer contribution / active EE | $2,912 | $2,017+44.4% | $2,743+6.2% | $2,565+13.5% |
| Participant deferral / active EE | $2,237 | $2,895-22.7% | $3,821-41.5% | $3,952-43.4% |
| Admin fee / account holder | $0 | $3,341-100.0% | $3,619-100.0% | $6,261-100.0% |