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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,006 | $112,729-65.4% | $98,716-60.5% | $137,256-71.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.27% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,560 | $2,725-42.8% | $2,279-31.6% | $4,156-62.5% |
| Participant deferral / active EE | $8,320 | $4,640+79.3% | $4,048+105.5% | $6,407+29.9% |
| Admin fee / account holder | $148 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |