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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,747 | $115,917-71.7% | $100,535-67.4% | $158,982-79.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.46% | 34.80%-20.3pp | 30.90%-16.4pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,600 | $4,105-61.0% | $3,419-53.2% | $4,763-66.4% |
| Participant deferral / active EE | $7,800 | $6,677+16.8% | $6,271+24.4% | $5,983+30.4% |
| Admin fee / account holder | $128 | $11,002-98.8% | $8,085-98.4% | $11,252-98.9% |