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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,257 | $124,980-67.8% | $108,359-62.8% | $154,746-74.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.46% | 45.00%-36.5pp | 36.89%-28.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,138 | $2,851-60.1% | $2,399-52.6% | $4,379-74.0% |
| Participant deferral / active EE | $3,721 | $4,743-21.5% | $4,137-10.0% | $6,730-44.7% |
| Admin fee / account holder | $204 | $11,502-98.2% | $9,741-97.9% | $14,365-98.6% |