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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,048 | $91,037-63.7% | $71,671-53.9% | $147,586-77.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.73% | 20.48%-10.7pp | 20.65%-10.9pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,511 | $3,327-24.5% | $2,460+2.1% | $4,876-48.5% |
| Participant deferral / active EE | $2,511 | $4,498-44.2% | $3,438-27.0% | $5,439-53.8% |
| Admin fee / account holder | $224 | $8,613-97.4% | $5,558-96.0% | $10,886-97.9% |