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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,652 | $98,776-60.9% | $149,745-74.2% | $79,856-51.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.23% | 27.38%-11.1pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,840 | $3,217-11.7% | $4,646-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $4,072 | $5,681-28.3% | $6,843-40.5% | $3,741+8.9% |
| Admin fee / account holder | $99 | $6,053-98.4% | $9,312-98.9% | $5,306-98.1% |