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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,393 | $157,829-80.1% | $136,867-77.1% | $198,609-84.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 5.48% | 51.25%-45.8pp | 42.97%-37.5pp | 202.70%-197.2pp |
| Employer contribution / active EE | $1,849 | $3,923-52.9% | $3,547-47.9% | $5,055-63.4% |
| Participant deferral / active EE | $5,984 | $5,463+9.5% | $4,924+21.5% | $6,977-14.2% |
| Admin fee / account holder | $29 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |