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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,273 | $162,785-75.3% | $133,959-69.9% | $158,950-74.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.55% | 41.94%-27.4pp | 45.09%-30.5pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,602 | $4,975-67.8% | $3,919-59.1% | $4,762-66.4% |
| Participant deferral / active EE | $2,633 | $5,910-55.4% | $5,047-47.8% | $5,983-56.0% |
| Admin fee / account holder | $288 | $11,738-97.5% | $8,928-96.8% | $11,248-97.4% |