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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,009 | $106,267-69.9% | $96,520-66.8% | $139,456-77.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.69% | 38.45%-22.8pp | 35.72%-20.0pp | 373.45%-357.8pp |
| Employer contribution / active EE | $4,242 | $4,105+3.3% | $3,739+13.5% | $4,753-10.7% |
| Participant deferral / active EE | $1,991 | $5,454-63.5% | $4,879-59.2% | $6,711-70.3% |
| Admin fee / account holder | $183 | $7,882-97.7% | $6,733-97.3% | $11,407-98.4% |