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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,881 | $110,278-59.3% | $95,740-53.1% | $139,466-67.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.93% | 27.19%-11.3pp | 28.41%-12.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,390 | $3,260-26.7% | $2,836-15.7% | $4,754-49.7% |
| Participant deferral / active EE | $3,738 | $4,674-20.0% | $4,244-11.9% | $6,712-44.3% |
| Admin fee / account holder | $230 | $6,613-96.5% | $5,676-95.9% | $11,409-98.0% |