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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,863 | $100,901-46.6% | $75,501-28.7% | $147,585-63.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 14.93% | 35.78%-20.9pp | 27.35%-12.4pp | 578.58%-563.7pp |
| Employer contribution / active EE | $2,199 | $3,253-32.4% | $2,352-6.5% | $4,876-54.9% |
| Participant deferral / active EE | $3,896 | $4,027-3.3% | $3,142+24.0% | $5,439-28.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |