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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,211 | $141,004-72.2% | $112,273-65.1% | $139,456-71.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.22% | 32.75%-15.5pp | 30.23%-13.0pp | 373.45%-356.2pp |
| Employer contribution / active EE | $2,828 | $4,285-34.0% | $3,431-17.6% | $4,753-40.5% |
| Participant deferral / active EE | $3,339 | $5,878-43.2% | $4,800-30.4% | $6,711-50.3% |
| Admin fee / account holder | $205 | $9,959-97.9% | $7,752-97.4% | $11,407-98.2% |