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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,356 | $81,262-51.6% | $155,602-74.7% | $80,911-51.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.26% | 33.34%-20.1pp | 64.81%-51.5pp | 35.63%-22.4pp |
| Employer contribution / active EE | $3,285 | $3,102+5.9% | $4,675-29.7% | $2,756+19.2% |
| Participant deferral / active EE | $5,542 | $3,451+60.6% | $5,629-1.5% | $4,297+29.0% |
| Admin fee / account holder | $270 | $7,992-96.6% | $15,923-98.3% | $6,935-96.1% |