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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,669 | $108,226-68.9% | $77,513-56.6% | $158,950-78.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.28% | 31.67%-17.4pp | 54.81%-40.5pp | 302.91%-288.6pp |
| Employer contribution / active EE | $5,676 | $1,325+328.3% | $987+475.3% | $4,762+19.2% |
| Participant deferral / active EE | $2,068 | $2,456-15.8% | $1,861+11.1% | $5,983-65.4% |
| Admin fee / account holder | $225 | $3,710-93.9% | $2,859-92.1% | $11,248-98.0% |