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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,925 | $124,330-72.7% | $109,173-68.9% | $167,536-79.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.89% | 26.04%-9.2pp | 25.75%-8.9pp | 478.82%-461.9pp |
| Employer contribution / active EE | $3,788 | $4,209-10.0% | $3,723+1.7% | $4,839-21.7% |
| Participant deferral / active EE | $9,434 | $5,256+79.5% | $4,654+102.7% | $6,342+48.8% |
| Admin fee / account holder | $203 | $7,974-97.5% | $6,755-97.0% | $12,315-98.4% |