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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,274 | $116,203-75.7% | $93,621-69.8% | $152,909-81.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.52% | 35.96%-11.4pp | 32.76%-8.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $3,110 | $3,219-3.4% | $2,719+14.4% | $4,764-34.7% |
| Participant deferral / active EE | $3,487 | $4,605-24.3% | $4,070-14.3% | $5,851-40.4% |
| Admin fee / account holder | $25 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |