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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,836 | $91,198-56.3% | $178,503-77.7% | $79,856-50.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.44% | 24.20%-5.8pp | 151.12%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,948 | $3,257+21.2% | $5,011-21.2% | $2,471+59.8% |
| Participant deferral / active EE | $2,204 | $3,237-31.9% | $5,202-57.6% | $3,741-41.1% |
| Admin fee / account holder | $129 | $6,748-98.1% | $13,987-99.1% | $5,306-97.6% |