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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,957 | $100,262-61.1% | $81,370-52.1% | $145,897-73.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 34.52%-17.3pp | 24.85%-7.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,655 | $2,979-10.9% | $2,464+7.7% | $4,663-43.1% |
| Participant deferral / active EE | $13,082 | $4,612+183.6% | $3,885+236.7% | $6,689+95.6% |
| Admin fee / account holder | $258 | $8,163-96.8% | $5,749-95.5% | $13,390-98.1% |