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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,953 | $112,729-63.7% | $98,716-58.5% | $137,256-70.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.89% | 38.48%-16.6pp | 31.81%-9.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,608 | $2,725+105.8% | $2,279+146.1% | $4,156+34.9% |
| Participant deferral / active EE | $5,949 | $4,640+28.2% | $4,048+47.0% | $6,407-7.1% |
| Admin fee / account holder | $92 | $10,129-99.1% | $8,703-98.9% | $12,270-99.3% |