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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,690 | $141,001-74.0% | $112,228-67.3% | $139,487-73.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.80% | 32.75%-18.0pp | 30.23%-15.4pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,665 | $4,285-61.1% | $3,432-51.5% | $4,755-65.0% |
| Participant deferral / active EE | $2,144 | $5,877-63.5% | $4,800-55.3% | $6,713-68.1% |
| Admin fee / account holder | $279 | $9,959-97.2% | $7,752-96.4% | $11,407-97.6% |