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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,497 | $113,338-68.7% | $94,993-62.6% | $147,586-75.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.90% | 20.80%-6.9pp | 27.14%-13.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $970 | $3,160-69.3% | $2,603-62.7% | $4,876-80.1% |
| Participant deferral / active EE | $3,656 | $3,777-3.2% | $3,317+10.2% | $5,439-32.8% |
| Admin fee / account holder | $92 | $6,063-98.5% | $4,960-98.1% | $10,886-99.2% |