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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,446 | $114,013-69.8% | $103,693-66.8% | $155,188-77.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 24.76% | 49.31%-24.5pp | 47.61%-22.8pp | 148.84%-124.1pp |
| Employer contribution / active EE | $3,262 | $3,131+4.2% | $2,920+11.7% | $4,248-23.2% |
| Participant deferral / active EE | $9,361 | $4,970+88.4% | $4,579+104.4% | $6,531+43.3% |
| Admin fee / account holder | $78 | $8,407-99.1% | $7,858-99.0% | $14,480-99.5% |