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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,000 | $69,518+43.8% | $59,887+67.0% | $135,379-26.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.78% | 7.95%-11.7pp | 3.46%-7.2pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,626 | $3,235+12.1% | $2,722+33.2% | $4,779-24.1% |
| Participant deferral / active EE | $1,600 | $4,204-61.9% | $3,402-53.0% | $5,609-71.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |