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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,240 | $97,125-61.7% | $86,233-56.8% | $137,256-72.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.83% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,748 | $2,841-38.5% | $2,504-30.2% | $4,156-57.9% |
| Participant deferral / active EE | $3,060 | $5,180-40.9% | $4,559-32.9% | $6,407-52.2% |
| Admin fee / account holder | $79 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |