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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,571 | $162,821-75.7% | $133,978-70.5% | $158,982-75.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.50% | 41.95%-18.4pp | 45.10%-21.6pp | 302.99%-279.5pp |
| Employer contribution / active EE | $1,786 | $4,976-64.1% | $3,919-54.4% | $4,763-62.5% |
| Participant deferral / active EE | $3,022 | $5,910-48.9% | $5,047-40.1% | $5,983-49.5% |
| Admin fee / account holder | $221 | $11,742-98.1% | $8,930-97.5% | $11,252-98.0% |