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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,183 | $78,423-51.3% | $95,964-60.2% | $79,856-52.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.56% | 19.37%-4.8pp | 91.64%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $8,000 | $1,945+311.2% | $2,541+214.8% | $2,471+223.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $179 | $5,622-96.8% | $6,797-97.4% | $5,306-96.6% |