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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,780 | $84,236-59.9% | $170,435-80.2% | $70,126-51.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.05% | 23.06%-5.0pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $4,956 | $3,387+46.3% | $5,432-8.8% | $2,343+111.6% |
| Participant deferral / active EE | $2,740 | $3,086-11.2% | $4,939-44.5% | $3,332-17.8% |
| Admin fee / account holder | $20 | $5,698-99.6% | $13,881-99.9% | $4,645-99.6% |