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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,138 | $117,895-68.5% | $102,460-63.8% | $145,897-74.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,328 | $3,619-63.3% | $3,025-56.1% | $4,663-71.5% |
| Participant deferral / active EE | $2,898 | $5,736-49.5% | $5,056-42.7% | $6,689-56.7% |
| Admin fee / account holder | $24 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |