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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,240 | $147,556-74.8% | $129,031-71.1% | $198,609-81.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.83% | 37.41%-19.6pp | 34.67%-16.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,748 | $3,645-52.0% | $3,226-45.8% | $5,055-65.4% |
| Participant deferral / active EE | $3,060 | $5,760-46.9% | $5,217-41.4% | $6,977-56.1% |
| Admin fee / account holder | $79 | $15,467-99.5% | $13,208-99.4% | $19,030-99.6% |