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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,572 | $52,519-34.2% | $155,789-77.8% | $59,633-42.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 2.98% | 53.51%-50.5pp | 71.54%-68.6pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $2,597 | $1,589+63.4% | $3,839-32.3% | $2,203+17.9% |
| Participant deferral / active EE | $4,283 | $3,084+38.9% | $4,798-10.7% | $3,192+34.2% |
| Admin fee / account holder | $202 | $3,540-94.3% | $7,477-97.3% | $4,297-95.3% |