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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,248 | $77,416-29.9% | $69,464-21.9% | $152,897-64.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.68% | 39.08%-21.4pp | 28.98%-11.3pp | 345.43%-327.8pp |
| Employer contribution / active EE | $4,368 | $3,315+31.8% | $2,779+57.2% | $4,764-8.3% |
| Participant deferral / active EE | $2,700 | $4,413-38.8% | $3,536-23.6% | $5,851-53.9% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |