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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,038 | $54,541-39.4% | $78,778-58.1% | $70,126-52.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.82% | 21.07%-6.3pp | 35.62%-20.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $3,750 | $1,089+244.5% | $1,986+88.9% | $2,343+60.1% |
| Participant deferral / active EE | $2,360 | $2,210+6.8% | $2,958-20.2% | $3,332-29.2% |
| Admin fee / account holder | $233 | $3,709-93.7% | $5,134-95.5% | $4,645-95.0% |