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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,944 | $106,280-64.3% | $96,538-60.7% | $139,487-72.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.48% | 38.48%-20.0pp | 35.74%-17.3pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,553 | $4,107-37.8% | $3,740-31.8% | $4,755-46.3% |
| Participant deferral / active EE | $6,402 | $5,457+17.3% | $4,880+31.2% | $6,713-4.6% |
| Admin fee / account holder | $245 | $7,888-96.9% | $6,737-96.4% | $11,407-97.9% |