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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,262 | $117,433-70.0% | $99,475-64.6% | $152,897-76.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 22.12% | 31.87%-9.8pp | 30.72%-8.6pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,720 | $3,013-9.7% | $2,540+7.1% | $4,764-42.9% |
| Participant deferral / active EE | $1,400 | $4,086-65.7% | $3,619-61.3% | $5,851-76.1% |
| Admin fee / account holder | $52 | $7,634-99.3% | $6,252-99.2% | $11,599-99.5% |