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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,703 | $106,280-69.2% | $96,538-66.1% | $139,487-76.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 38.48%-24.7pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $6,663 | $4,107+62.2% | $3,740+78.1% | $4,755+40.1% |
| Participant deferral / active EE | $5,106 | $5,457-6.4% | $4,880+4.6% | $6,713-23.9% |
| Admin fee / account holder | $167 | $7,888-97.9% | $6,737-97.5% | $11,407-98.5% |