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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,986 | $141,004-78.7% | $112,273-73.3% | $139,466-78.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.61% | 32.75%-12.1pp | 30.23%-9.6pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,224 | $4,285-48.1% | $3,431-35.2% | $4,754-53.2% |
| Participant deferral / active EE | $2,053 | $5,878-65.1% | $4,800-57.2% | $6,712-69.4% |
| Admin fee / account holder | $62 | $9,959-99.4% | $7,752-99.2% | $11,409-99.5% |