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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,416 | $81,664-51.7% | $70,476-44.1% | $158,966-75.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.23% | 208.59%-197.4pp | 109.12%-97.9pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,868 | $3,219-42.0% | $2,738-31.8% | $4,762-60.8% |
| Participant deferral / active EE | $2,165 | $4,556-52.5% | $3,710-41.6% | $5,983-63.8% |
| Admin fee / account holder | $62 | $6,197-99.0% | $3,847-98.4% | $11,250-99.4% |