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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,082 | $98,760-62.5% | $149,715-75.2% | $79,858-53.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.52% | 27.43%-0.9pp | 276.66%-250.1pp | 31.72%-5.2pp |
| Employer contribution / active EE | $1,543 | $3,217-52.0% | $4,645-66.8% | $2,471-37.5% |
| Participant deferral / active EE | $6,539 | $5,681+15.1% | $6,842-4.4% | $3,740+74.8% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,310-100.0% | $5,306-99.9% |