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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,139 | $101,618-64.4% | $93,063-61.2% | $137,256-73.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.33% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,145 | $2,707+16.2% | $2,476+27.0% | $4,156-24.3% |
| Participant deferral / active EE | $3,054 | $4,279-28.6% | $3,958-22.8% | $6,407-52.3% |
| Admin fee / account holder | $156 | $6,198-97.5% | $6,033-97.4% | $12,270-98.7% |