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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,591 | $85,024-60.5% | $70,544-52.4% | $139,466-75.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.95% | 30.39%-11.4pp | 32.79%-13.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,659 | $3,912-32.0% | $2,976-10.7% | $4,754-44.1% |
| Participant deferral / active EE | $6,914 | $5,891+17.4% | $4,568+51.4% | $6,712+3.0% |
| Admin fee / account holder | -$294 | $8,928-103.3% | $6,427-104.6% | $11,409-102.6% |