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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,572 | $113,339-71.3% | $94,993-65.7% | $147,585-77.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.98% | 20.77%-6.8pp | 27.12%-13.1pp | 578.57%-564.6pp |
| Employer contribution / active EE | $1,721 | $3,160-45.5% | $2,603-33.9% | $4,876-64.7% |
| Participant deferral / active EE | $2,996 | $3,777-20.7% | $3,317-9.7% | $5,439-44.9% |
| Admin fee / account holder | $228 | $6,063-96.2% | $4,960-95.4% | $10,885-97.9% |