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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,231 | $162,812-78.4% | $133,971-73.7% | $158,966-77.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.99% | 41.94%-29.0pp | 45.09%-32.1pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,764 | $4,976-64.6% | $3,919-55.0% | $4,762-63.0% |
| Participant deferral / active EE | $11,162 | $5,910+88.9% | $5,047+121.2% | $5,983+86.6% |
| Admin fee / account holder | $160 | $11,741-98.6% | $8,929-98.2% | $11,250-98.6% |