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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,817 | $58,258-33.4% | $81,820-52.6% | $80,925-52.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.64% | 41.76%-22.1pp | 777.93%-758.3pp | 35.65%-16.0pp |
| Employer contribution / active EE | $2,499 | $2,345+6.6% | $2,915-14.3% | $2,756-9.3% |
| Participant deferral / active EE | $1,538 | $3,284-53.2% | $4,323-64.4% | $4,299-64.2% |
| Admin fee / account holder | $1 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |