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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,755 | $139,948-71.6% | $121,663-67.3% | $154,746-74.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 19.14% | 230.52%-211.4pp | 147.54%-128.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,628 | $3,521-53.8% | $3,020-46.1% | $4,379-62.8% |
| Participant deferral / active EE | $3,757 | $5,629-33.3% | $4,887-23.1% | $6,730-44.2% |
| Admin fee / account holder | $229 | $17,321-98.7% | $14,289-98.4% | $14,365-98.4% |