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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,544 | $106,280-63.7% | $96,538-60.1% | $139,487-72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.08% | 38.48%-20.4pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,548 | $4,107-38.0% | $3,740-31.9% | $4,755-46.4% |
| Participant deferral / active EE | $8,280 | $5,457+51.7% | $4,880+69.7% | $6,713+23.3% |
| Admin fee / account holder | $256 | $7,888-96.7% | $6,737-96.2% | $11,407-97.8% |