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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,827 | $114,013-65.9% | $103,693-62.6% | $155,188-75.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.17% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,460 | $3,131-53.4% | $2,920-50.0% | $4,248-65.6% |
| Participant deferral / active EE | $1,460 | $4,970-70.6% | $4,579-68.1% | $6,531-77.6% |
| Admin fee / account holder | $187 | $8,407-97.8% | $7,858-97.6% | $14,480-98.7% |