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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,145 | $100,139-62.9% | $85,187-56.4% | $145,884-74.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 84.15%-71.3pp | 66.67%-53.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,484 | $3,238+7.6% | $2,732+27.5% | $4,662-25.3% |
| Participant deferral / active EE | $5,095 | $5,296-3.8% | $4,525+12.6% | $6,690-23.8% |
| Admin fee / account holder | $247 | $7,262-96.6% | $6,162-96.0% | $13,392-98.2% |