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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,067 | $73,978-45.8% | $96,515-58.5% | $75,173-46.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.68% | 26.72%-3.0pp | 35.73%-12.0pp | 160.72%-137.0pp |
| Employer contribution / active EE | $990 | $2,931-66.2% | $3,740-73.5% | $2,671-62.9% |
| Participant deferral / active EE | $3,408 | $3,660-6.9% | $4,880-30.2% | $4,126-17.4% |
| Admin fee / account holder | $56 | $5,219-98.9% | $6,735-99.2% | $5,651-99.0% |