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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,587 | $106,280-60.9% | $96,538-56.9% | $139,487-70.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.84% | 38.48%-19.6pp | 35.74%-16.9pp | 373.84%-355.0pp |
| Employer contribution / active EE | $2,059 | $4,107-49.9% | $3,740-44.9% | $4,755-56.7% |
| Participant deferral / active EE | $8,343 | $5,457+52.9% | $4,880+70.9% | $6,713+24.3% |
| Admin fee / account holder | $262 | $7,888-96.7% | $6,737-96.1% | $11,407-97.7% |