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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,096 | $110,240-66.3% | $96,544-61.6% | $139,487-73.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.59% | 26.41%-7.8pp | 25.88%-7.3pp | 373.84%-355.3pp |
| Employer contribution / active EE | $1,874 | $3,622-48.3% | $2,966-36.8% | $4,755-60.6% |
| Participant deferral / active EE | $1,969 | $5,549-64.5% | $4,851-59.4% | $6,713-70.7% |
| Admin fee / account holder | $12 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |