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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,288 | $90,486-57.7% | $78,676-51.3% | $273,972-86.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.31% | 75.62%-73.3pp | 62.19%-59.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $515 | $3,175-83.8% | $2,850-81.9% | $4,869-89.4% |
| Participant deferral / active EE | $3,778 | $3,901-3.2% | $3,517+7.4% | $5,287-28.5% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,133-99.6% |