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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,207 | $149,679-74.5% | $117,039-67.4% | $147,586-74.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.51% | 19.31%-4.8pp | 18.95%-4.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,143 | $4,937-56.6% | $3,785-43.4% | $4,876-56.1% |
| Participant deferral / active EE | $5,911 | $4,912+20.3% | $3,929+50.4% | $5,439+8.7% |
| Admin fee / account holder | $276 | $7,856-96.5% | $5,974-95.4% | $10,886-97.5% |