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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,405 | $110,307-68.8% | $96,576-64.4% | $139,456-75.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.06% | 26.40%-11.3pp | 25.87%-10.8pp | 373.45%-358.4pp |
| Employer contribution / active EE | $1,575 | $3,619-56.5% | $2,965-46.9% | $4,753-66.9% |
| Participant deferral / active EE | $10,360 | $5,547+86.8% | $4,851+113.6% | $6,711+54.4% |
| Admin fee / account holder | $249 | $11,597-97.9% | $8,253-97.0% | $11,407-97.8% |