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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,253 | $162,821-81.4% | $133,978-77.4% | $158,982-81.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.16% | 41.95%-22.8pp | 45.10%-25.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,647 | $4,976-46.8% | $3,919-32.5% | $4,763-44.4% |
| Participant deferral / active EE | $3,319 | $5,910-43.9% | $5,047-34.3% | $5,983-44.5% |
| Admin fee / account holder | $263 | $11,742-97.8% | $8,930-97.1% | $11,252-97.7% |