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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,750 | $116,203-76.1% | $93,621-70.4% | $152,909-81.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 33.53% | 35.96%-2.4pp | 32.76%+0.8pp | 345.46%-311.9pp |
| Employer contribution / active EE | $4,128 | $3,219+28.2% | $2,719+51.8% | $4,764-13.4% |
| Participant deferral / active EE | $14,968 | $4,605+225.1% | $4,070+267.8% | $5,851+155.8% |
| Admin fee / account holder | $224 | $10,751-97.9% | $7,890-97.2% | $11,601-98.1% |