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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,522 | $58,099-44.0% | $76,872-57.7% | $75,173-56.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.37% | 26.71%-11.3pp | 37.90%-22.5pp | 160.72%-145.3pp |
| Employer contribution / active EE | $8,002 | $1,996+301.0% | $2,533+215.9% | $2,671+199.6% |
| Participant deferral / active EE | $5,087 | $2,999+69.6% | $3,832+32.7% | $4,126+23.3% |
| Admin fee / account holder | $67 | $4,778-98.6% | $5,476-98.8% | $5,651-98.8% |