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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,818 | $141,004-78.9% | $112,273-73.4% | $139,466-78.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.80% | 32.75%-14.0pp | 30.23%-11.4pp | 373.66%-354.9pp |
| Employer contribution / active EE | $4,232 | $4,285-1.2% | $3,431+23.3% | $4,754-11.0% |
| Participant deferral / active EE | $2,214 | $5,878-62.3% | $4,800-53.9% | $6,712-67.0% |
| Admin fee / account holder | $59 | $9,959-99.4% | $7,752-99.2% | $11,409-99.5% |