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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,381 | $117,829-69.1% | $102,423-64.5% | $145,877-75.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.22% | 31.83%-22.6pp | 29.42%-20.2pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,326 | $3,615-35.7% | $3,023-23.1% | $4,663-50.1% |
| Participant deferral / active EE | $2,403 | $5,732-58.1% | $5,054-52.5% | $6,691-64.1% |
| Admin fee / account holder | $262 | $13,335-98.0% | $9,455-97.2% | $13,402-98.0% |