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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,536 | $147,594-42.0% | $121,871-29.8% | $198,609-56.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 2.25% | 12.94%-10.7pp | 13.57%-11.3pp | 202.70%-200.4pp |
| Employer contribution / active EE | $25,000 | $3,007+731.4% | $2,731+815.3% | $5,055+394.5% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |