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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,856 | $103,393-69.2% | $87,103-63.4% | $152,909-79.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 12.34% | 28.10%-15.8pp | 28.19%-15.8pp | 345.46%-333.1pp |
| Employer contribution / active EE | $2,973 | $3,221-7.7% | $2,521+17.9% | $4,764-37.6% |
| Participant deferral / active EE | $10,753 | $4,778+125.0% | $4,049+165.6% | $5,851+83.8% |
| Admin fee / account holder | $152 | $12,195-98.8% | $7,491-98.0% | $11,601-98.7% |