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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,006 | $124,980-68.8% | $108,359-64.0% | $154,746-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.27% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,560 | $2,851-45.3% | $2,399-35.0% | $4,379-64.4% |
| Participant deferral / active EE | $8,320 | $4,743+75.4% | $4,137+101.1% | $6,730+23.6% |
| Admin fee / account holder | $148 | $11,502-98.7% | $9,741-98.5% | $14,365-99.0% |