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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,883 | $96,524-60.8% | $75,900-50.1% | $152,909-75.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 36.77% | 33.93%+2.8pp | 30.73%+6.0pp | 345.46%-308.7pp |
| Employer contribution / active EE | $2,601 | $3,311-21.4% | $2,501+4.0% | $4,764-45.4% |
| Participant deferral / active EE | $2,897 | $4,554-36.4% | $3,604-19.6% | $5,851-50.5% |
| Admin fee / account holder | $291 | $8,082-96.4% | $5,421-94.6% | $11,601-97.5% |