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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,927 | $106,247-71.8% | $96,515-69.0% | $139,466-78.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.05% | 38.47%-22.4pp | 35.73%-19.7pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,335 | $4,106-18.8% | $3,740-10.8% | $4,754-29.9% |
| Participant deferral / active EE | $2,787 | $5,456-48.9% | $4,880-42.9% | $6,712-58.5% |
| Admin fee / account holder | $188 | $7,885-97.6% | $6,735-97.2% | $11,409-98.3% |