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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,885 | $101,069-61.5% | $81,478-52.3% | $147,585-73.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.11% | 32.40%-14.3pp | 38.78%-20.7pp | 578.57%-560.5pp |
| Employer contribution / active EE | $3,357 | $3,205+4.7% | $2,568+30.7% | $4,876-31.2% |
| Participant deferral / active EE | $3,144 | $4,242-25.9% | $3,537-11.1% | $5,439-42.2% |
| Admin fee / account holder | $221 | $5,812-96.2% | $4,561-95.2% | $10,885-98.0% |