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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,082 | $110,379-70.0% | $102,412-67.7% | $145,884-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,991 | $4,216-29.1% | $3,870-22.7% | $4,662-35.8% |
| Participant deferral / active EE | $3,880 | $5,622-31.0% | $5,060-23.3% | $6,690-42.0% |
| Admin fee / account holder | $208 | $9,745-97.9% | $8,388-97.5% | $13,392-98.4% |