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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,957 | $100,147-61.1% | $81,286-52.1% | $145,877-73.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 34.44%-17.2pp | 24.80%-7.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,655 | $2,977-10.8% | $2,463+7.8% | $4,663-43.1% |
| Participant deferral / active EE | $13,082 | $4,607+183.9% | $3,883+236.9% | $6,691+95.5% |
| Admin fee / account holder | $258 | $8,201-96.9% | $5,764-95.5% | $13,402-98.1% |