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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,607 | $117,895-71.5% | $102,460-67.2% | $145,897-77.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.15% | 31.92%-21.8pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,887 | $3,619+7.4% | $3,025+28.5% | $4,663-16.6% |
| Participant deferral / active EE | $5,113 | $5,736-10.9% | $5,056+1.1% | $6,689-23.6% |
| Admin fee / account holder | $252 | $13,353-98.1% | $9,460-97.3% | $13,390-98.1% |