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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,257 | $157,829-77.7% | $136,867-74.2% | $198,609-82.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.72% | 51.25%-32.5pp | 42.97%-24.3pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,256 | $3,923-42.5% | $3,547-36.4% | $5,055-55.4% |
| Participant deferral / active EE | $4,150 | $5,463-24.0% | $4,924-15.7% | $6,977-40.5% |
| Admin fee / account holder | $219 | $11,107-98.0% | $10,340-97.9% | $19,030-98.8% |