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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,666 | $162,821-77.5% | $133,978-72.6% | $158,982-76.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.86% | 41.95%-23.1pp | 45.10%-26.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,435 | $4,976-51.1% | $3,919-37.9% | $4,763-48.9% |
| Participant deferral / active EE | $4,172 | $5,910-29.4% | $5,047-17.3% | $5,983-30.3% |
| Admin fee / account holder | $164 | $11,742-98.6% | $8,930-98.2% | $11,252-98.5% |