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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,755 | $132,634-70.0% | $115,768-65.7% | $137,256-71.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.14% | 160.70%-141.6pp | 100.46%-81.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,628 | $3,360-51.6% | $2,940-44.6% | $4,156-60.8% |
| Participant deferral / active EE | $3,757 | $5,619-33.1% | $4,917-23.6% | $6,407-41.4% |
| Admin fee / account holder | $229 | $15,028-98.5% | $12,439-98.2% | $12,270-98.1% |