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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,662 | $141,004-71.9% | $112,273-64.7% | $139,456-71.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.32% | 32.75%-15.4pp | 30.23%-12.9pp | 373.45%-356.1pp |
| Employer contribution / active EE | $3,492 | $4,285-18.5% | $3,431+1.8% | $4,753-26.5% |
| Participant deferral / active EE | $3,161 | $5,878-46.2% | $4,800-34.1% | $6,711-52.9% |
| Admin fee / account holder | $32 | $9,959-99.7% | $7,752-99.6% | $11,407-99.7% |