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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,262 | $115,917-65.3% | $100,535-60.0% | $158,982-74.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.65% | 34.80%-11.1pp | 30.90%-7.2pp | 302.99%-279.3pp |
| Employer contribution / active EE | $1,960 | $4,105-52.2% | $3,419-42.7% | $4,763-58.8% |
| Participant deferral / active EE | $10,454 | $6,677+56.6% | $6,271+66.7% | $5,983+74.7% |
| Admin fee / account holder | $153 | $11,002-98.6% | $8,085-98.1% | $11,252-98.6% |