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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,553 | $90,486-56.3% | $78,676-49.7% | $273,972-85.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 44.47% | 75.62%-31.2pp | 62.19%-17.7pp | 41.46%+3.0pp |
| Employer contribution / active EE | $1,746 | $3,175-45.0% | $2,850-38.7% | $4,869-64.1% |
| Participant deferral / active EE | $6,635 | $3,901+70.1% | $3,517+88.7% | $5,287+25.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |