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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,587 | $110,307-65.9% | $96,576-61.1% | $139,456-73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.55% | 26.40%-4.9pp | 25.87%-4.3pp | 373.45%-351.9pp |
| Employer contribution / active EE | $4,859 | $3,619+34.2% | $2,965+63.9% | $4,753+2.2% |
| Participant deferral / active EE | $4,495 | $5,547-19.0% | $4,851-7.3% | $6,711-33.0% |
| Admin fee / account holder | $30 | $11,597-99.7% | $8,253-99.6% | $11,407-99.7% |