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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,625 | $45,050-14.3% | $63,018-38.7% | $70,126-44.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 40.71% | 18.76%+22.0pp | 87.62%-46.9pp | 73.15%-32.4pp |
| Employer contribution / active EE | $2,015 | $2,052-1.8% | $2,761-27.0% | $2,343-14.0% |
| Participant deferral / active EE | $3,612 | $2,466+46.5% | $3,330+8.5% | $3,332+8.4% |
| Admin fee / account holder | $139 | $2,834-95.1% | $3,601-96.1% | $4,645-97.0% |