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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,748 | $228,395-85.2% | $185,861-81.8% | $158,982-78.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.57% | 40.82%-17.2pp | 35.96%-12.4pp | 302.99%-279.4pp |
| Employer contribution / active EE | $3,387 | $4,968-31.8% | $4,088-17.2% | $4,763-28.9% |
| Participant deferral / active EE | $7,092 | $6,417+10.5% | $5,634+25.9% | $5,983+18.5% |
| Admin fee / account holder | $196 | $11,869-98.4% | $9,503-97.9% | $11,252-98.3% |