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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,331 | $71,215-53.2% | $93,696-64.4% | $80,935-58.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 20.46% | 11.27%+9.2pp | 133.74%-113.3pp | 35.66%-15.2pp |
| Employer contribution / active EE | $3,843 | $1,565+145.5% | $2,422+58.7% | $2,757+39.4% |
| Participant deferral / active EE | $4,709 | $4,037+16.7% | $4,417+6.6% | $4,299+9.5% |
| Admin fee / account holder | $238 | $6,958-96.6% | $8,287-97.1% | $6,924-96.6% |