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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,985 | $124,330-71.1% | $109,173-67.0% | $167,536-78.5% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 14.18% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.6pp |
| Employer contribution / active EE | $8,980 | $4,209+113.3% | $3,723+141.2% | $4,839+85.6% |
| Participant deferral / active EE | $4,517 | $5,256-14.1% | $4,654-2.9% | $6,342-28.8% |
| Admin fee / account holder | $16 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |