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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,703 | $104,251-61.9% | $91,004-56.4% | $147,586-73.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.63% | 27.06%-16.4pp | 4.60%+6.0pp | 578.59%-568.0pp |
| Employer contribution / active EE | $976 | $3,116-68.7% | $2,456-60.3% | $4,876-80.0% |
| Participant deferral / active EE | $2,785 | $4,195-33.6% | $3,548-21.5% | $5,439-48.8% |
| Admin fee / account holder | $231 | $8,948-97.4% | $5,417-95.7% | $10,886-97.9% |