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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,470 | $93,589-61.0% | $135,942-73.2% | $75,181-51.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.35% | 30.90%-3.6pp | 68.28%-40.9pp | 160.69%-133.3pp |
| Employer contribution / active EE | $3,989 | $3,537+12.8% | $4,858-17.9% | $2,671+49.4% |
| Participant deferral / active EE | $14,034 | $6,405+119.1% | $7,759+80.9% | $4,126+240.1% |
| Admin fee / account holder | $205 | $6,977-97.1% | $10,764-98.1% | $5,650-96.4% |