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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,653 | $53,837-26.3% | $75,717-47.6% | $85,856-53.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 21.38% | 24.54%-3.2pp | 104.58%-83.2pp | 318.58%-297.2pp |
| Employer contribution / active EE | $1,381 | $2,017-31.6% | $2,743-49.7% | $2,565-46.2% |
| Participant deferral / active EE | $2,353 | $2,895-18.7% | $3,821-38.4% | $3,952-40.5% |
| Admin fee / account holder | $299 | $3,341-91.0% | $3,619-91.7% | $6,261-95.2% |