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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,559 | $147,556-75.9% | $129,031-72.4% | $198,609-82.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 5.98% | 37.41%-31.4pp | 34.67%-28.7pp | 202.70%-196.7pp |
| Employer contribution / active EE | $2,792 | $3,645-23.4% | $3,226-13.5% | $5,055-44.8% |
| Participant deferral / active EE | $3,372 | $5,760-41.5% | $5,217-35.4% | $6,977-51.7% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |