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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,448 | $97,125-61.4% | $86,233-56.6% | $137,256-72.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.14% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,081 | $2,841-26.8% | $2,504-16.9% | $4,156-49.9% |
| Participant deferral / active EE | $2,674 | $5,180-48.4% | $4,559-41.3% | $6,407-58.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |