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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,837 | $124,980-76.9% | $108,359-73.4% | $154,746-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.55% | 45.00%-26.5pp | 36.89%-18.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,289 | $2,851+15.4% | $2,399+37.1% | $4,379-24.9% |
| Participant deferral / active EE | $2,529 | $4,743-46.7% | $4,137-38.9% | $6,730-62.4% |
| Admin fee / account holder | $161 | $11,502-98.6% | $9,741-98.3% | $14,365-98.9% |