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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,374 | $104,251-60.3% | $91,004-54.5% | $147,586-72.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.27% | 27.06%-5.8pp | 4.60%+16.7pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,838 | $3,116-41.0% | $2,456-25.2% | $4,876-62.3% |
| Participant deferral / active EE | $11,198 | $4,195+166.9% | $3,548+215.7% | $5,439+105.9% |
| Admin fee / account holder | $200 | $8,948-97.8% | $5,417-96.3% | $10,886-98.2% |