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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,699 | $112,729-68.3% | $98,716-63.8% | $137,256-74.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.91% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,181 | $2,725+163.5% | $2,279+215.2% | $4,156+72.8% |
| Participant deferral / active EE | $4,525 | $4,640-2.5% | $4,048+11.8% | $6,407-29.4% |
| Admin fee / account holder | $44 | $10,129-99.6% | $8,703-99.5% | $12,270-99.6% |