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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,589 | $124,980-71.5% | $108,359-67.2% | $154,746-77.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.01% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,357 | $2,851-17.3% | $2,399-1.8% | $4,379-46.2% |
| Participant deferral / active EE | $3,537 | $4,743-25.4% | $4,137-14.5% | $6,730-47.4% |
| Admin fee / account holder | $135 | $11,502-98.8% | $9,741-98.6% | $14,365-99.1% |